Omnia Family Wealth’s Opus Bank Common Stock OPB Stock Holding History

Omnia Family Wealth’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
2018 Q4	–	Sell	-105	Closed	-$3K	–	623
2018 Q3	$3K	Hold	105	–	–	﹤0.01%	406
2018 Q2	$3K	Hold	105	–	–	﹤0.01%	385
2018 Q1	$3K	Hold	105	–	–	﹤0.01%	397
2017 Q4	$3K	Hold	105	–	–	﹤0.01%	398
2017 Q3	$3K	Hold	105	–	–	﹤0.01%	415
2017 Q2	$3K	Hold	105	–	–	﹤0.01%	555
2017 Q1	$2K	Buy	+105	New	+$2.4K	﹤0.01%	639

Other funds holding OPB

Elliott Management New York $11.8B AUM 20.29% 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

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

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

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Omnia Family Wealth's OPB Position: Q4 2018 in Review

Omnia Family Wealth sold out of Opus Bank Common Stock (OPB) in Q4 2018, closing a stake of 105 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in OPB in Q1 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 134 funds tracked by Wall St. Rank hold OPB as of Q4 2018.

Omnia Family Wealth reported no remaining Opus Bank Common Stock position as of Q4 2018 after selling out during the quarter.
Omnia Family Wealth sold 105 Opus Bank Common Stock shares in Q4 2018, an estimated $3K.
Omnia Family Wealth first reported a position in Opus Bank Common Stock in Q1 2017 and held it in 7 quarters.
Omnia Family Wealth's Opus Bank Common Stock position peaked at $3K in Q3 2018.
134 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.