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Emerald Mutual Fund Advisers Trust’s Oak Valley Bancorp OVLY Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio OVLY Stock Details OVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,224
Closed -$62K – 228
2014
Q2 		$62K Buy
+6,224
New +$61.2K 0.01% 225

Other funds holding OVLY

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MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's OVLY Position: Q3 2014 in Review

Emerald Mutual Fund Advisers Trust sold out of Oak Valley Bancorp (OVLY) in Q3 2014, closing a stake of 6,224 shares — an estimated $62K sold.

Emerald Mutual Fund Advisers Trust first reported a position in OVLY in Q2 2014 and held it in 1 quarter. The position peaked at $62K in Q2 2014. 12 funds tracked by Wall St. Rank hold OVLY as of Q3 2014.

  • Emerald Mutual Fund Advisers Trust reported no remaining Oak Valley Bancorp position as of Q3 2014 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 6,224 Oak Valley Bancorp shares in Q3 2014, an estimated $62K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Oak Valley Bancorp in Q2 2014 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Oak Valley Bancorp position peaked at $62K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q3 2014.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2014, filed 28 Oct 2014.