Ibex Investors’s Oppenheimer Holdings OPY Stock Holding History

Ibex Investors’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	-9,711	Closed	-$264K	–	247
2017 Q4	$264K	Buy	+9,711	New	+$229K	0.15%	47

Other funds holding OPY

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ibex Investors's OPY Position: Q1 2018 in Review

Ibex Investors sold out of Oppenheimer Holdings (OPY) in Q1 2018, closing a stake of 9,711 shares — an estimated $264K sold.

Ibex Investors first reported a position in OPY in Q4 2017 and held it in 1 quarter. The position peaked at $264K in Q4 2017. 84 funds tracked by Wall St. Rank hold OPY as of Q1 2018.

Ibex Investors reported no remaining Oppenheimer Holdings position as of Q1 2018 after selling out during the quarter.
Ibex Investors sold 9,711 Oppenheimer Holdings shares in Q1 2018, an estimated $264K.
Ibex Investors first reported a position in Oppenheimer Holdings in Q4 2017 and held it in 1 quarter.
Ibex Investors's Oppenheimer Holdings position peaked at $264K in Q4 2017.
84 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2018.

Based on Ibex Investors's 13F filing for Q1 2018, filed 15 May 2018.