Opes Advisors Inc current holdings: USA Stocks
Opes Advisors Inc reported $0.00 billion in share positions in stocks (listed in the US), 4 positions, in its Form 13F for the quarter ended 2018-12-31; the largest are AAPL, GOOG, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 2,841; Value $448,000.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 339; Value $351,000.
- MSFT: Country of operation United States; Class COM; Shares 2,123; Value $216,000.
- SBUX: Country of operation United States; Class COM; Shares 3,222; Value $207,000.
Form 13F-HR as filed (SEC CIK 1694948): quarter ended 2018-12-31, filed 2019-02-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2018-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 2,841 | $448,000 | 35.42% | 2018-12-31 | 2019-02-11 | |
| GOOG ALPHABET INC | United States | CAP STK CL C | 339 | $351,000 | 27.75% | 2018-12-31 | 2019-02-11 | +551.45% |
| MSFT MICROSOFT CORP | United States | COM | 2,123 | $216,000 | 17.08% | 2018-12-31 | 2019-02-11 | +401.09% |
| SBUX STARBUCKS CORP | United States | COM | 3,222 | $207,000 | 16.36% | 2018-12-31 | 2019-02-11 | +48.18% |
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