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

TCI 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
2020 Q1	–	Sell	-81	Closed	-$2K	–	1873
2019 Q4	$2K	Hold	81	–	–	﹤0.01%	1264
2019 Q3	$2K	Hold	81	–	–	﹤0.01%	1194
2019 Q2	$2K	Hold	81	–	–	﹤0.01%	1109
2019 Q1	$2K	Hold	81	–	–	﹤0.01%	1120
2018 Q4	$2K	Buy	81 +51	+170%	+$1.09K	﹤0.01%	1105
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	1417
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	1453
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	1299
2017 Q4	$1K	Hold	30	–	–	﹤0.01%	1327
2017 Q3	$1K	Hold	30	–	–	﹤0.01%	1265
2017 Q2	$1K	Hold	30	–	–	﹤0.01%	1283
2017 Q1	$1K	Buy	+30	New	+$686	﹤0.01%	1232

Other funds holding OPB

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's OPB Position: Q1 2020 in Review

TCI Wealth Advisors sold out of Opus Bank Common Stock (OPB) in Q1 2020, closing a stake of 81 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in OPB in Q1 2017 and held it in 12 quarters. The position peaked at $2K in Q4 2019. 125 funds tracked by Wall St. Rank hold OPB as of Q1 2020.

TCI Wealth Advisors reported no remaining Opus Bank Common Stock position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 81 Opus Bank Common Stock shares in Q1 2020, an estimated $2K.
TCI Wealth Advisors first reported a position in Opus Bank Common Stock in Q1 2017 and held it in 12 quarters.
TCI Wealth Advisors's Opus Bank Common Stock position peaked at $2K in Q4 2019.
125 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.