OAM
HONE

Oppenheimer Asset Management’s HarborOne Bancorp HONE Stock Holding History

Oppenheimer Asset Management’s Portfolio HONE Stock Details HONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,795
Closed -$19K – 1244
2017
Q3 		$19K Buy
1,795
+264
+17% +$2.73K ﹤0.01% 1491
2017
Q2 		$17K Buy
1,531
+565
+58% +$6.33K ﹤0.01% 1480
2017
Q1 		$10K Buy
+966
New +$10.3K ﹤0.01% 1532

Other funds holding HONE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oppenheimer Asset Management's HONE Position: Q4 2017 in Review

Oppenheimer Asset Management sold out of HarborOne Bancorp (HONE) in Q4 2017, closing a stake of 1,795 shares — an estimated $19K sold.

Oppenheimer Asset Management first reported a position in HONE in Q1 2017 and held it in 3 quarters. The position peaked at $19K in Q3 2017. 59 funds tracked by Wall St. Rank hold HONE as of Q4 2017.

  • Oppenheimer Asset Management reported no remaining HarborOne Bancorp position as of Q4 2017 after selling out during the quarter.
  • Oppenheimer Asset Management sold 1,795 HarborOne Bancorp shares in Q4 2017, an estimated $19K.
  • Oppenheimer Asset Management first reported a position in HarborOne Bancorp in Q1 2017 and held it in 3 quarters.
  • Oppenheimer Asset Management's HarborOne Bancorp position peaked at $19K in Q3 2017.
  • 59 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2017.

Based on Oppenheimer Asset Management's 13F filing for Q4 2017, filed 7 Feb 2018.