Next Financial Group’s Opko Health OPK Stock Holding History

Next Financial Group’s Portfolio OPK Stock Details OPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-200	Closed	-$1K	–	1908
2017 Q2	$1K	Hold	200	–	–	﹤0.01%	1846
2017 Q1	$2K	Sell	200 -100	-33%	-$842	﹤0.01%	1714
2016 Q4	$3K	Buy	+300	New	+$3.1K	﹤0.01%	2094
2014 Q4	–	Sell	-1,000	Closed	-$9K	–	2217
2014 Q3	$9K	Buy	+1,000	New	+$8.79K	﹤0.01%	1807

Other funds holding OPK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Next Financial Group's OPK Position: Q3 2017 in Review

Next Financial Group sold out of Opko Health (OPK) in Q3 2017, closing a stake of 200 shares — an estimated $1K sold.

Next Financial Group first reported a position in OPK in Q3 2014 and held it in 4 quarters. The position peaked at $9K in Q3 2014. 234 funds tracked by Wall St. Rank hold OPK as of Q3 2017.

Next Financial Group reported no remaining Opko Health position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 200 Opko Health shares in Q3 2017, an estimated $1K.
Next Financial Group first reported a position in Opko Health in Q3 2014 and held it in 4 quarters.
Next Financial Group's Opko Health position peaked at $9K in Q3 2014.
234 funds tracked by Wall St. Rank held Opko Health as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.