13F Filings History of Opes Advisors Inc

Latest 13F report
Q4 2018 - 11 Feb 2019
Value $
$139,976,000
Signature - Title
David Firth - VP Client Services / CCO
Location
Cupertino, CA
Summary
This page shows a list of all the recent 13F filings made by Opes Advisors Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Opes Advisors Inc reported 43 stock holdings with total value $139,976,000 as of Q4 2018. Top holdings included SCHZ, FNDF, BWX, SCHG, and FNDB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2018 43 $139,976,000 +$39,132,853 -$17,221,589 +$21,911,264 SCHZ, FNDF, BWX, SCHG, FNDB 13F-HR 08 Feb 2019, 18:06
Q3 2018 40 $136,822,000 +$5,170,202 -$9,741,800 -$4,571,598 FNDF, FNDC, SCHG, FNDB, SCIU 13F-HR 14 Nov 2018, 15:11
Q2 2018 46 $136,496,000 +$16,712,026 -$4,613,849 +$12,098,177 FNDF, FNDC, SCHG, FNDB, SCIU 13F-HR 13 Aug 2018, 10:08
Q1 2018 40 $123,775,000 +$5,859,662 -$21,087,719 -$15,228,057 FNDF, FNDC, SCHG, SCIU, FNDB 13F-HR 11 May 2018, 11:03
Q4 2017 43 $140,422,000 +$10,629,641 -$31,863,458 -$21,233,817 FNDF, FNDC, SCHG, SCIU, SCHV 13F-HR 09 Feb 2018, 15:57
Q3 2017 35 $156,216,000 +$7,057,885 -$15,795,627 -$8,737,742 FNDF, FNDC, SCHG, AAPL, SCIU 13F-HR 09 Nov 2017, 14:08
Q2 2017 64 $157,437,000 +$14,153,916 -$2,487,571 +$11,666,345 FNDF, AAPL, FNDC, SCHG, SCIU 13F-HR 10 Aug 2017, 16:32
Q1 2017 56 $141,702,000 +$60,998,668 -$21,675,930 +$39,322,738 FNDF, AAPL, SCHG, FNDC, SCIU 13F-HR 12 May 2017, 17:46
Q4 2016 38 $97,305,000 $0 $0 $0 SCHG, FNDF, SCHV, FNDX, IDLV 13F-HR 13 Feb 2017, 06:15