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B. Riley Wealth Advisors’s Oppenheimer Holdings OPY Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-94
Closed -$2 – 1532
2014
Q4 		$2 Buy
+94
New +$2.15K ﹤0.01% 3417

Other funds holding OPY

GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

B. Riley Wealth Advisors's OPY Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Oppenheimer Holdings (OPY) in Q1 2015, closing a stake of 94 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in OPY in Q4 2014 and held it in 1 quarter. The position peaked at $2 in Q4 2014. 73 funds tracked by Wall St. Rank hold OPY as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Oppenheimer Holdings position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 94 Oppenheimer Holdings shares in Q1 2015, an estimated $2.
  • B. Riley Wealth Advisors first reported a position in Oppenheimer Holdings in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Oppenheimer Holdings position peaked at $2 in Q4 2014.
  • 73 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.