Opes Advisors Inc historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 8 quarters from 2016-12-31 to 2018-12-31, Opes Advisors Inc opened 1 positions, added to 0, reduced 1 and sold out of 1.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1694948), 8 quarters: Q4 2018 (2018-09-30 to 2018-12-31, filed 2019-02-11); Q3 2018 (2018-06-30 to 2018-09-30, filed 2018-11-14); Q2 2018 (2018-03-31 to 2018-06-30, filed 2018-08-13); Q1 2018 (2017-12-31 to 2018-03-31, filed 2018-05-11); Q4 2017 (2017-09-30 to 2017-12-31, filed 2018-02-09); Q3 2017 (2017-06-30 to 2017-09-30, filed 2017-11-09); Q2 2017 (2017-03-31 to 2017-06-30, filed 2017-08-10); Q1 2017 (2016-12-31 to 2017-03-31, filed 2017-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
No position of this class changed this way in the filings compared.
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