• 13F History

Opes Advisors Inc

13F Filings History

Latest 13F report
Q4 2018 - Feb 11, 2019
Value $
$140M
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 $140M as of Q4 2018. Top holdings included SCHZ, FNDF, BWX, SCHG, and FNDB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2018 43 $140M +$39.1M -$14.8M +$24.3M SCHZ, FNDF, BWX, SCHG, FNDB 13F-HR 2/8/2019, 05:06 PM
Q3 2018 40 $137M +$5.17M -$3.76M +$1.41M FNDF, FNDC, SCHG, FNDB, SCIU 13F-HR 11/14/2018, 02:11 PM
Q2 2018 46 $136M +$16.7M -$2.02M +$14.7M FNDF, FNDC, SCHG, FNDB, SCIU 13F-HR 8/13/2018, 10:08 AM
Q1 2018 40 $124M +$5.86M -$18.9M -$13.1M FNDF, FNDC, SCHG, SCIU, FNDB 13F-HR 5/11/2018, 11:03 AM
Q4 2017 43 $140M +$10.6M -$13.7M -$3.1M FNDF, FNDC, SCHG, SCIU, SCHV 13F-HR 2/9/2018, 02:57 PM
Q3 2017 35 $156M +$7.06M -$5.17M +$1.89M FNDF, FNDC, SCHG, AAPL, SCIU 13F-HR 11/9/2017, 01:08 PM
Q2 2017 63 $157M +$14.2M -$910K +$13.2M FNDF, AAPL, FNDC, SCHG, SCIU 13F-HR 8/10/2017, 04:32 PM
Q1 2017 55 $141M +$60.9M -$10.5M +$50.3M FNDF, AAPL, SCHG, FNDC, SCIU 13F-HR 5/12/2017, 05:46 PM
Q4 2016 38 $97.3M SCHG, FNDF, SCHV, FNDX, IDLVXXXX 13F-HR 2/13/2017, 05:15 AM