WAM
OPB

Wealthspire Advisors (Maryland)’s Opus Bank Common Stock OPB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-124
Closed -$2K – 2413
2019
Q1 		$2K Hold
124
– – ﹤0.01% 2255
2018
Q4 		$2K Buy
124
+49
+65% +$1.04K ﹤0.01% 2179
2018
Q3 		$2K Buy
75
+12
+19% +$343 ﹤0.01% 2235
2018
Q2 		$2K Buy
63
+31
+97% +$894 ﹤0.01% 2243
2018
Q1 		$1K Hold
32
– – ﹤0.01% 2450
2017
Q4 		$1K Buy
+32
New +$830 ﹤0.01% 2390

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OPB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Opus Bank Common Stock (OPB) in Q2 2019, closing a stake of 124 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in OPB in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 135 funds tracked by Wall St. Rank hold OPB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Opus Bank Common Stock position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 124 Opus Bank Common Stock shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Opus Bank Common Stock in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Opus Bank Common Stock position peaked at $2K in Q1 2019.
  • 135 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.