MWP
OPTN

MYCIO Wealth Partners’s OptiNose OPTN Stock Holding History

MYCIO Wealth Partners’s Portfolio OPTN Stock Details OPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,000
Closed -$138K – 275
2019
Q4 		$138K Sell
1,000
-67
-6% -$8.69K 0.01% 341
2019
Q3 		$112K Buy
+1,067
New +$106K 0.01% 320

Other funds holding OPTN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

MYCIO Wealth Partners's OPTN Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of OptiNose (OPTN) in Q1 2020, closing a stake of 1,000 shares — an estimated $138K sold.

MYCIO Wealth Partners first reported a position in OPTN in Q3 2019 and held it in 2 quarters. The position peaked at $138K in Q4 2019. 81 funds tracked by Wall St. Rank hold OPTN as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining OptiNose position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,000 OptiNose shares in Q1 2020, an estimated $138K.
  • MYCIO Wealth Partners first reported a position in OptiNose in Q3 2019 and held it in 2 quarters.
  • MYCIO Wealth Partners's OptiNose position peaked at $138K in Q4 2019.
  • 81 funds tracked by Wall St. Rank held OptiNose as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.