SWP
OPB

Stratos Wealth Partners’s Opus Bank Common Stock OPB Stock Holding History

Stratos Wealth Partners’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
-15
Closed – – 2853
2018
Q3 		$0 Buy
+15
New +$429 ﹤0.01% 3087
2018
Q2 		– Sell
-15
Closed – – 2939
2018
Q1 		$0 Hold
15
– – ﹤0.01% 3287
2017
Q4 		$0 Buy
+15
New +$389 ﹤0.01% 2860

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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
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

Stratos Wealth Partners's OPB Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Opus Bank Common Stock (OPB) in Q4 2018, closing a stake of 15 shares.

Stratos Wealth Partners first reported a position in OPB in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 134 funds tracked by Wall St. Rank hold OPB as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Opus Bank Common Stock position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 15 Opus Bank Common Stock shares in Q4 2018.
  • Stratos Wealth Partners first reported a position in Opus Bank Common Stock in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Opus Bank Common Stock position peaked at $0 in Q3 2018.
  • 134 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.