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West Oak Capital’s Opko Health OPK Stock Holding History

West Oak Capital’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,000
Closed -$24K – 364
2017
Q1 		$24K Hold
3,000
– – 0.01% 230
2016
Q4 		$27.9K Buy
3,000
+500
+20% +$5.17K 0.02% 224
2016
Q3 		$26.5K Buy
+2,500
New +$24.9K 0.02% 227

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

West Oak Capital's OPK Position: Q2 2017 in Review

West Oak Capital sold out of Opko Health (OPK) in Q2 2017, closing a stake of 3,000 shares — an estimated $24K sold.

West Oak Capital first reported a position in OPK in Q3 2016 and held it in 3 quarters. The position peaked at $27.9K in Q4 2016. 232 funds tracked by Wall St. Rank hold OPK as of Q2 2017.

  • West Oak Capital reported no remaining Opko Health position as of Q2 2017 after selling out during the quarter.
  • West Oak Capital sold 3,000 Opko Health shares in Q2 2017, an estimated $24K.
  • West Oak Capital first reported a position in Opko Health in Q3 2016 and held it in 3 quarters.
  • West Oak Capital's Opko Health position peaked at $27.9K in Q4 2016.
  • 232 funds tracked by Wall St. Rank held Opko Health as of Q2 2017.

Based on West Oak Capital's 13F filing for Q2 2017, filed 6 Jul 2017.