MWNA
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Marshall Wace North America’s Oppenheimer Holdings OPY Stock Holding History

Marshall Wace North America’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
2019
Q4 		– Sell
-8,587
Closed -$258K – 1508
2019
Q3 		$258K Buy
+8,587
New +$247K ﹤0.01% 915
2019
Q2 		– Sell
-539
Closed -$14K – 1491
2019
Q1 		$14K Buy
+539
New +$14.6K ﹤0.01% 1424

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Marshall Wace North America's OPY Position: Q4 2019 in Review

Marshall Wace North America sold out of Oppenheimer Holdings (OPY) in Q4 2019, closing a stake of 8,587 shares — an estimated $258K sold.

Marshall Wace North America first reported a position in OPY in Q1 2019 and held it in 2 quarters. The position peaked at $258K in Q3 2019. 93 funds tracked by Wall St. Rank hold OPY as of Q4 2019.

  • Marshall Wace North America reported no remaining Oppenheimer Holdings position as of Q4 2019 after selling out during the quarter.
  • Marshall Wace North America sold 8,587 Oppenheimer Holdings shares in Q4 2019, an estimated $258K.
  • Marshall Wace North America first reported a position in Oppenheimer Holdings in Q1 2019 and held it in 2 quarters.
  • Marshall Wace North America's Oppenheimer Holdings position peaked at $258K in Q3 2019.
  • 93 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2019.

Based on Marshall Wace North America's 13F filing for Q4 2019, filed 14 Feb 2020.