TFO
OPB

Tarbox Family Office’s Opus Bank Common Stock OPB Stock Holding History

Tarbox Family Office’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
-107
Closed -$3K – 1405
2019
Q4 		$3K Hold
107
– – ﹤0.01% 745
2019
Q3 		$2K Hold
107
– – ﹤0.01% 839
2019
Q2 		$2K Buy
+107
New +$2.25K ﹤0.01% 852

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

Tarbox Family Office's OPB Position: Q1 2020 in Review

Tarbox Family Office sold out of Opus Bank Common Stock (OPB) in Q1 2020, closing a stake of 107 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in OPB in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 125 funds tracked by Wall St. Rank hold OPB as of Q1 2020.

  • Tarbox Family Office reported no remaining Opus Bank Common Stock position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 107 Opus Bank Common Stock shares in Q1 2020, an estimated $3K.
  • Tarbox Family Office first reported a position in Opus Bank Common Stock in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Opus Bank Common Stock position peaked at $3K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.