SGI
OPB

Summit Global Investments’s Opus Bank Common Stock OPB Stock Holding History

Summit Global Investments’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
2020
Q1 		– Sell
-37,740
Closed -$976K – 331
2019
Q4 		$976K Sell
37,740
-270
-0.7% -$6.68K 0.11% 129
2019
Q3 		$827K Buy
38,010
+4,910
+15% +$104K 0.1% 179
2019
Q2 		$699K Buy
33,100
+1,200
+4% +$25.3K 0.09% 208
2019
Q1 		$632K Sell
31,900
-2,000
-6% -$42.4K 0.08% 234
2018
Q4 		$664K Buy
33,900
+8,400
+33% +$179K 0.1% 162
2018
Q3 		$699K Buy
25,500
+2,900
+13% +$83K 0.09% 202
2018
Q2 		$649K Buy
+22,600
New +$652K 0.1% 201

Other funds holding OPB

FIG
Fortress Investment Group New York $394M AUM 22.99% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Global Investments's OPB Position: Q1 2020 in Review

Summit Global Investments sold out of Opus Bank Common Stock (OPB) in Q1 2020, closing a stake of 37,740 shares — an estimated $976K sold.

Summit Global Investments first reported a position in OPB in Q2 2018 and held it in 7 quarters. The position peaked at $976K in Q4 2019. 125 funds tracked by Wall St. Rank hold OPB as of Q1 2020.

  • Summit Global Investments reported no remaining Opus Bank Common Stock position as of Q1 2020 after selling out during the quarter.
  • Summit Global Investments sold 37,740 Opus Bank Common Stock shares in Q1 2020, an estimated $976K.
  • Summit Global Investments first reported a position in Opus Bank Common Stock in Q2 2018 and held it in 7 quarters.
  • Summit Global Investments's Opus Bank Common Stock position peaked at $976K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q1 2020.

Based on Summit Global Investments's 13F filing for Q1 2020, filed 14 May 2020.