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OFI Advisors’s Regional Management Corp RM Stock Holding History

OFI Advisors’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-469
Closed -$12K – 1730
2013
Q2 		$12K Buy
+469
New +$10.7K ﹤0.01% 1674

Other funds holding RM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

OFI Advisors's RM Position: Q3 2013 in Review

OFI Advisors sold out of Regional Management Corp (RM) in Q3 2013, closing a stake of 469 shares — an estimated $12K sold.

OFI Advisors first reported a position in RM in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 82 funds tracked by Wall St. Rank hold RM as of Q3 2013.

  • OFI Advisors reported no remaining Regional Management Corp position as of Q3 2013 after selling out during the quarter.
  • OFI Advisors sold 469 Regional Management Corp shares in Q3 2013, an estimated $12K.
  • OFI Advisors first reported a position in Regional Management Corp in Q2 2013 and held it in 1 quarter.
  • OFI Advisors's Regional Management Corp position peaked at $12K in Q2 2013.
  • 82 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2013.

Based on OFI Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.