UFA
OPB

US Financial Advisors’s Opus Bank Common Stock OPB Stock Holding History

US Financial 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
2016
Q2 		– Sell
-17
Closed -$1K – 440
2016
Q1 		$1K Hold
17
– – ﹤0.01% 453
2015
Q4 		$1K Hold
17
– – ﹤0.01% 589
2015
Q3 		$1K Hold
17
– – ﹤0.01% 539
2015
Q2 		$1K Buy
+17
New +$549 ﹤0.01% 502

Other funds holding OPB

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

US Financial Advisors's OPB Position: Q2 2016 in Review

US Financial Advisors sold out of Opus Bank Common Stock (OPB) in Q2 2016, closing a stake of 17 shares — an estimated $1K sold.

US Financial Advisors first reported a position in OPB in Q2 2015 and held it in 4 quarters. The position peaked at $1K in Q1 2016. 150 funds tracked by Wall St. Rank hold OPB as of Q2 2016.

  • US Financial Advisors reported no remaining Opus Bank Common Stock position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 17 Opus Bank Common Stock shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Opus Bank Common Stock in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Opus Bank Common Stock position peaked at $1K in Q1 2016.
  • 150 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.