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Ground Swell Capital’s Oppenheimer Holdings OPY Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-163
Closed -$4K – 2658
2014
Q2 		$4K Buy
+163
New +$4.01K 0.01% 1198

Other funds holding OPY

GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 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
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Ground Swell Capital's OPY Position: Q3 2014 in Review

Ground Swell Capital sold out of Oppenheimer Holdings (OPY) in Q3 2014, closing a stake of 163 shares — an estimated $4K sold.

Ground Swell Capital first reported a position in OPY in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 78 funds tracked by Wall St. Rank hold OPY as of Q3 2014.

  • Ground Swell Capital reported no remaining Oppenheimer Holdings position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 163 Oppenheimer Holdings shares in Q3 2014, an estimated $4K.
  • Ground Swell Capital first reported a position in Oppenheimer Holdings in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Oppenheimer Holdings position peaked at $4K in Q2 2014.
  • 78 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.