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Mackay Shields LLC’s Oppenheimer Holdings OPY Stock Holding History

Mackay Shields LLC’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
2021
Q2 		– Sell
-6,100
Closed -$244K – 1133
2021
Q1 		$244K Buy
+6,100
New +$226K ﹤0.01% 1372

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackay Shields LLC's OPY Position: Q2 2021 in Review

Mackay Shields LLC sold out of Oppenheimer Holdings (OPY) in Q2 2021, closing a stake of 6,100 shares — an estimated $244K sold.

Mackay Shields LLC first reported a position in OPY in Q1 2021 and held it in 1 quarter. The position peaked at $244K in Q1 2021. 99 funds tracked by Wall St. Rank hold OPY as of Q2 2021.

  • Mackay Shields LLC reported no remaining Oppenheimer Holdings position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 6,100 Oppenheimer Holdings shares in Q2 2021, an estimated $244K.
  • Mackay Shields LLC first reported a position in Oppenheimer Holdings in Q1 2021 and held it in 1 quarter.
  • Mackay Shields LLC's Oppenheimer Holdings position peaked at $244K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.