NFG
OPB

Next Financial Group’s Opus Bank Common Stock OPB Stock Holding History

Next Financial Group’s Portfolio OPB Stock Details OPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5
Closed – – 2585
2019
Q3 		$0 Hold
5
– – ﹤0.01% 2485
2019
Q2 		$0 Hold
5
– – ﹤0.01% 2439
2019
Q1 		$0 Hold
5
– – ﹤0.01% 2251
2018
Q4 		$0 Buy
+5
New +$107 ﹤0.01% 2157

Other funds holding OPB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's OPB Position: Q4 2019 in Review

Next Financial Group sold out of Opus Bank Common Stock (OPB) in Q4 2019, closing a stake of 5 shares.

Next Financial Group first reported a position in OPB in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q3 2019. 146 funds tracked by Wall St. Rank hold OPB as of Q4 2019.

  • Next Financial Group reported no remaining Opus Bank Common Stock position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 5 Opus Bank Common Stock shares in Q4 2019.
  • Next Financial Group first reported a position in Opus Bank Common Stock in Q4 2018 and held it in 4 quarters.
  • Next Financial Group's Opus Bank Common Stock position peaked at $0 in Q3 2019.
  • 146 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.