Opes Advisors’s PayPal PYPL Stock Holding History

Opes Advisors’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-11,097	Closed	-$667K	–	54
2017 Q2	$667K	Hold	11,097	–	–	0.41%	33
2017 Q1	$477K	Buy	+11,097	New	+$464K	0.34%	35

Other funds holding PYPL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Opes Advisors's PYPL Position: Q3 2017 in Review

Opes Advisors sold out of PayPal (PYPL) in Q3 2017, closing a stake of 11,097 shares — an estimated $667K sold.

Opes Advisors first reported a position in PYPL in Q1 2017 and held it in 2 quarters. The position peaked at $667K in Q2 2017. 1,152 funds tracked by Wall St. Rank hold PYPL as of Q3 2017.

Opes Advisors reported no remaining PayPal position as of Q3 2017 after selling out during the quarter.
Opes Advisors sold 11,097 PayPal shares in Q3 2017, an estimated $667K.
Opes Advisors first reported a position in PayPal in Q1 2017 and held it in 2 quarters.
Opes Advisors's PayPal position peaked at $667K in Q2 2017.
1,152 funds tracked by Wall St. Rank held PayPal as of Q3 2017.

Based on Opes Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.