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Clear Perspective Advisors’s Oppenheimer Holdings OPY Stock Holding History

Clear Perspective 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
2018
Q1 		– Sell
-1,000
Closed -$27K – 509
2017
Q4 		$27K Hold
1,000
– – 0.02% 270
2017
Q3 		$17K Hold
1,000
– – 0.01% 302
2017
Q2 		$16K Buy
+1,000
New +$16.5K 0.01% 307

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clear Perspective Advisors's OPY Position: Q1 2018 in Review

Clear Perspective Advisors sold out of Oppenheimer Holdings (OPY) in Q1 2018, closing a stake of 1,000 shares — an estimated $27K sold.

Clear Perspective Advisors first reported a position in OPY in Q2 2017 and held it in 3 quarters. The position peaked at $27K in Q4 2017. 84 funds tracked by Wall St. Rank hold OPY as of Q1 2018.

  • Clear Perspective Advisors reported no remaining Oppenheimer Holdings position as of Q1 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,000 Oppenheimer Holdings shares in Q1 2018, an estimated $27K.
  • Clear Perspective Advisors first reported a position in Oppenheimer Holdings in Q2 2017 and held it in 3 quarters.
  • Clear Perspective Advisors's Oppenheimer Holdings position peaked at $27K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2018.

Based on Clear Perspective Advisors's 13F filing for Q1 2018, filed 14 May 2018.