HAI
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Hennessy Advisors Inc’s Oppenheimer Holdings OPY Stock Holding History

Hennessy Advisors Inc’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
2013
Q4 		– Sell
-59,406
Closed -$1.06M – 329
2013
Q3 		$1.06M Sell
59,406
-72,300
-55% -$1.32M 0.05% 302
2013
Q2 		$2.51M Buy
+131,706
New +$2.47M 0.13% 209

Other funds holding OPY

GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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