AR
OMCC

Advisory Research’s Old Market Capital Corp OMCC Stock Holding History

Advisory Research’s Portfolio OMCC Stock Details OMCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-283,814
Closed -$4.47M – 796
2013
Q4 		$4.47M Buy
283,814
+31,806
+13% +$510K 0.05% 165
2013
Q3 		$4.11M Buy
252,008
+107,798
+75% +$1.69M 0.04% 173
2013
Q2 		$2.18M Buy
+144,210
New +$2.1M 0.02% 196

Other funds holding OMCC

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Research's OMCC Position: Q1 2014 in Review

Advisory Research sold out of Old Market Capital Corp (OMCC) in Q1 2014, closing a stake of 283,814 shares — an estimated $4.47M sold.

Advisory Research first reported a position in OMCC in Q2 2013 and held it in 3 quarters. The position peaked at $4.47M in Q4 2013. 65 funds tracked by Wall St. Rank hold OMCC as of Q1 2014.

  • Advisory Research reported no remaining Old Market Capital Corp position as of Q1 2014 after selling out during the quarter.
  • Advisory Research sold 283,814 Old Market Capital Corp shares in Q1 2014, an estimated $4.47M.
  • Advisory Research first reported a position in Old Market Capital Corp in Q2 2013 and held it in 3 quarters.
  • Advisory Research's Old Market Capital Corp position peaked at $4.47M in Q4 2013.
  • 65 funds tracked by Wall St. Rank held Old Market Capital Corp as of Q1 2014.

Based on Advisory Research's 13F filing for Q1 2014, filed 15 May 2014.