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JOYN Advisors’s Oppenheimer Holdings OPY Stock Holding History

JOYN Advisors’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
Q3 		– Sell
-93
Closed -$3K – 1848
2018
Q2 		$3K Sell
93
-579
-86% -$16.1K ﹤0.01% 1326
2018
Q1 		$17K Buy
+672
New +$18.1K ﹤0.01% 707

Other funds holding OPY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JOYN Advisors's OPY Position: Q3 2018 in Review

JOYN Advisors sold out of Oppenheimer Holdings (OPY) in Q3 2018, closing a stake of 93 shares — an estimated $3K sold.

JOYN Advisors first reported a position in OPY in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 97 funds tracked by Wall St. Rank hold OPY as of Q3 2018.

  • JOYN Advisors reported no remaining Oppenheimer Holdings position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 93 Oppenheimer Holdings shares in Q3 2018, an estimated $3K.
  • JOYN Advisors first reported a position in Oppenheimer Holdings in Q1 2018 and held it in 2 quarters.
  • JOYN Advisors's Oppenheimer Holdings position peaked at $17K in Q1 2018.
  • 97 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.