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Opes Advisors’s Intel INTC Stock Holding History

Opes Advisors’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16,275
Closed -$620K – 48
2017
Q3 		$620K Sell
16,275
-3,946
-20% -$140K 0.4% 32
2017
Q2 		$707K Sell
20,221
-38
-0.2% -$1.36K 0.44% 31
2017
Q1 		$731K Buy
20,259
+5,727
+39% +$207K 0.52% 29
2016
Q4 		$527K Buy
+14,532
New +$520K 0.54% 25

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opes Advisors's INTC Position: Q4 2017 in Review

Opes Advisors sold out of Intel (INTC) in Q4 2017, closing a stake of 16,275 shares — an estimated $620K sold.

Opes Advisors first reported a position in INTC in Q4 2016 and held it in 4 quarters. The position peaked at $731K in Q1 2017. 2,196 funds tracked by Wall St. Rank hold INTC as of Q4 2017.

  • Opes Advisors reported no remaining Intel position as of Q4 2017 after selling out during the quarter.
  • Opes Advisors sold 16,275 Intel shares in Q4 2017, an estimated $620K.
  • Opes Advisors first reported a position in Intel in Q4 2016 and held it in 4 quarters.
  • Opes Advisors's Intel position peaked at $731K in Q1 2017.
  • 2,196 funds tracked by Wall St. Rank held Intel as of Q4 2017.

Based on Opes Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.