Polar Capital’s Opus Bank Common Stock OPB Stock Holding History

Polar Capital’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
2017 Q1	–	Sell	-13,291	Closed	-$399K	–	279
2016 Q4	$399K	Buy	13,291 +1,232	+10%	+$32.9K	0.01%	253
2016 Q3	$427K	Buy	12,059 +2,256	+23%	+$77.1K	0.01%	245
2016 Q2	$331K	Buy	+9,803	New	+$347K	0.01%	260

Other funds holding OPB

Elliott Management New York $11.8B AUM 20.29% 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

MCA

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Polar Capital's OPB Position: Q1 2017 in Review

Polar Capital sold out of Opus Bank Common Stock (OPB) in Q1 2017, closing a stake of 13,291 shares — an estimated $399K sold.

Polar Capital first reported a position in OPB in Q2 2016 and held it in 3 quarters. The position peaked at $427K in Q3 2016. 133 funds tracked by Wall St. Rank hold OPB as of Q1 2017.

Polar Capital reported no remaining Opus Bank Common Stock position as of Q1 2017 after selling out during the quarter.
Polar Capital sold 13,291 Opus Bank Common Stock shares in Q1 2017, an estimated $399K.
Polar Capital first reported a position in Opus Bank Common Stock in Q2 2016 and held it in 3 quarters.
Polar Capital's Opus Bank Common Stock position peaked at $427K in Q3 2016.
133 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q1 2017.

Based on Polar Capital's 13F filing for Q1 2017, filed 15 May 2017.