Oppenheimer & Co’s KVH Industries KVHI Stock Holding History

Oppenheimer & Co’s Portfolio KVHI Stock Details KVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-21,326	Closed	-$201K	–	1292
2020 Q1	$201K	Sell	21,326 -18,460	-46%	-$189K	0.01%	1032
2019 Q4	$443K	Hold	39,786	–	–	0.01%	886
2019 Q3	$424K	Hold	39,786	–	–	0.01%	854
2019 Q2	$432K	Hold	39,786	–	–	0.01%	872
2019 Q1	$405K	Hold	39,786	–	–	0.01%	906
2018 Q4	$409K	Hold	39,786	–	–	0.01%	812
2018 Q3	$521K	Hold	39,786	–	–	0.01%	846
2018 Q2	$533K	Hold	39,786	–	–	0.01%	840
2018 Q1	$412K	Hold	39,786	–	–	0.01%	924
2017 Q4	$412K	Hold	39,786	–	–	0.01%	938
2017 Q3	$475K	Hold	39,786	–	–	0.01%	860
2017 Q2	$378K	Hold	39,786	–	–	0.01%	932
2017 Q1	$334K	Hold	39,786	–	–	0.01%	958
2016 Q4	$469K	Hold	39,786	–	–	0.01%	835
2016 Q3	$351K	Hold	39,786	–	–	0.01%	932
2016 Q2	$306K	Hold	39,786	–	–	0.01%	963
2016 Q1	$380K	Hold	39,786	–	–	0.01%	854
2015 Q4	$375K	Buy	+39,786	New	+$385K	0.01%	870

Other funds holding KVHI

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oppenheimer & Co's KVHI Position: Q2 2020 in Review

Oppenheimer & Co sold out of KVH Industries (KVHI) in Q2 2020, closing a stake of 21,326 shares — an estimated $201K sold.

Oppenheimer & Co first reported a position in KVHI in Q4 2015 and held it in 18 quarters. The position peaked at $533K in Q2 2018. 61 funds tracked by Wall St. Rank hold KVHI as of Q2 2020.

Oppenheimer & Co reported no remaining KVH Industries position as of Q2 2020 after selling out during the quarter.
Oppenheimer & Co sold 21,326 KVH Industries shares in Q2 2020, an estimated $201K.
Oppenheimer & Co first reported a position in KVH Industries in Q4 2015 and held it in 18 quarters.
Oppenheimer & Co's KVH Industries position peaked at $533K in Q2 2018.
61 funds tracked by Wall St. Rank held KVH Industries as of Q2 2020.

Based on Oppenheimer & Co's 13F filing for Q2 2020, filed 11 Aug 2020.