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Acrospire Investment Management’s Oppenheimer Holdings OPY Stock Holding History

Acrospire Investment Management’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-7,512
Closed -$107K – 2361
2016
Q3 		$107K Buy
+7,512
New +$117K 0.07% 502

Other funds holding OPY

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Acrospire Investment Management's OPY Position: Q4 2016 in Review

Acrospire Investment Management sold out of Oppenheimer Holdings (OPY) in Q4 2016, closing a stake of 7,512 shares — an estimated $107K sold.

Acrospire Investment Management first reported a position in OPY in Q3 2016 and held it in 1 quarter. The position peaked at $107K in Q3 2016. 67 funds tracked by Wall St. Rank hold OPY as of Q4 2016.

  • Acrospire Investment Management reported no remaining Oppenheimer Holdings position as of Q4 2016 after selling out during the quarter.
  • Acrospire Investment Management sold 7,512 Oppenheimer Holdings shares in Q4 2016, an estimated $107K.
  • Acrospire Investment Management first reported a position in Oppenheimer Holdings in Q3 2016 and held it in 1 quarter.
  • Acrospire Investment Management's Oppenheimer Holdings position peaked at $107K in Q3 2016.
  • 67 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2016.

Based on Acrospire Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.