RWA
OPB

Ropes Wealth Advisors’s Opus Bank Common Stock OPB Stock Holding History

Ropes Wealth Advisors’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
Q1 		– Sell
-189
Closed -$5K – 797
2017
Q4 		$5K Hold
189
– – ﹤0.01% 630
2017
Q3 		$5K Buy
+189
New +$4.38K ﹤0.01% 603

Other funds holding OPB

EM
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Ropes Wealth Advisors's OPB Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Opus Bank Common Stock (OPB) in Q1 2018, closing a stake of 189 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in OPB in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 137 funds tracked by Wall St. Rank hold OPB as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Opus Bank Common Stock position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 189 Opus Bank Common Stock shares in Q1 2018, an estimated $5K.
  • Ropes Wealth Advisors first reported a position in Opus Bank Common Stock in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Opus Bank Common Stock position peaked at $5K in Q4 2017.
  • 137 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.