Doyle Wealth Management’s Old Point Financial OPOF Stock Holding History

Doyle Wealth Management’s Portfolio OPOF Stock Details OPOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-452	Closed	-$10K	–	580
2019 Q2	$10K	Buy	+452	New	+$9.72K	﹤0.01%	634
2019 Q1	–	Sell	-1,731	Closed	-$38K	–	564
2018 Q4	$38K	Buy	+1,731	New	+$44.6K	0.01%	412

Other funds holding OPOF

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

OPTFSNA

Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Doyle Wealth Management's OPOF Position: Q3 2019 in Review

Doyle Wealth Management sold out of Old Point Financial (OPOF) in Q3 2019, closing a stake of 452 shares — an estimated $10K sold.

Doyle Wealth Management first reported a position in OPOF in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q4 2018. 29 funds tracked by Wall St. Rank hold OPOF as of Q3 2019.

Doyle Wealth Management reported no remaining Old Point Financial position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 452 Old Point Financial shares in Q3 2019, an estimated $10K.
Doyle Wealth Management first reported a position in Old Point Financial in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Old Point Financial position peaked at $38K in Q4 2018.
29 funds tracked by Wall St. Rank held Old Point Financial as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.