STA
OPB

Summit Trail Advisors’s Opus Bank Common Stock OPB Stock Holding History

Summit Trail 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
-334
Closed -$9K – 1953
2017
Q4 		$9K Buy
+334
New +$8.66K ﹤0.01% 1267

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

Summit Trail Advisors's OPB Position: Q1 2018 in Review

Summit Trail Advisors sold out of Opus Bank Common Stock (OPB) in Q1 2018, closing a stake of 334 shares — an estimated $9K sold.

Summit Trail Advisors first reported a position in OPB in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 137 funds tracked by Wall St. Rank hold OPB as of Q1 2018.

  • Summit Trail Advisors reported no remaining Opus Bank Common Stock position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 334 Opus Bank Common Stock shares in Q1 2018, an estimated $9K.
  • Summit Trail Advisors first reported a position in Opus Bank Common Stock in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Opus Bank Common Stock position peaked at $9K in Q4 2017.
  • 137 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.