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WFG Advisors’s Opko Health OPK Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-5,400
Closed -$54K – 1975
2014
Q4 		$54K Hold
5,400
– – 0.01% 860
2014
Q3 		$46K Sell
5,400
-8,800
-62% -$77.3K 0.01% 950
2014
Q2 		$126K Sell
14,200
-1,800
-11% -$15.7K 0.02% 579
2014
Q1 		$149K Sell
16,000
-1,500
-9% -$13.1K 0.03% 507
2013
Q4 		$148K Buy
17,500
+16,000
+1,067% +$162K 0.02% 606
2013
Q3 		$13K Hold
1,500
– – ﹤0.01% 1438
2013
Q2 		$11K Buy
+1,500
New +$10.4K ﹤0.01% 1419

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFG Advisors's OPK Position: Q1 2015 in Review

WFG Advisors sold out of Opko Health (OPK) in Q1 2015, closing a stake of 5,400 shares — an estimated $54K sold.

WFG Advisors first reported a position in OPK in Q2 2013 and held it in 7 quarters. The position peaked at $149K in Q1 2014. 191 funds tracked by Wall St. Rank hold OPK as of Q1 2015.

  • WFG Advisors reported no remaining Opko Health position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 5,400 Opko Health shares in Q1 2015, an estimated $54K.
  • WFG Advisors first reported a position in Opko Health in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Opko Health position peaked at $149K in Q1 2014.
  • 191 funds tracked by Wall St. Rank held Opko Health as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.