Oppenheimer & Co’s Empire State Realty Series 60 OGCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21,474	Closed	-$152K	–	1461
2023 Q1	$152K	Hold	21,474	–	–	﹤0.01%	1295
2022 Q4	$142K	Hold	21,474	–	–	﹤0.01%	1266
2022 Q3	$136K	Hold	21,474	–	–	﹤0.01%	1270
2022 Q2	$150K	Hold	21,474	–	–	﹤0.01%	1307
2022 Q1	$204K	Hold	21,474	–	–	﹤0.01%	1347
2021 Q4	$191K	Buy	+21,474	New	+$207K	﹤0.01%	1403
2016 Q3	–	Sell	-53,684	Closed	-$1M	–	1296
2016 Q2	$1M	Hold	53,684	–	–	0.03%	557
2016 Q1	$937K	Hold	53,684	–	–	0.03%	557
2015 Q4	$963K	Sell	53,684 -1	-0%	-$18	0.03%	567
2015 Q3	$911K	Sell	53,685 -10,737	-17%	-$184K	0.03%	613
2015 Q2	$1.09M	Buy	64,422 +10,737	+20%	+$192K	0.03%	596
2015 Q1	$995K	Hold	53,685	–	–	0.03%	626
2014 Q4	$950K	Hold	53,685	–	–	0.03%	622
2014 Q3	$792K	Buy	+53,685	New	+$849K	0.02%	686

Other funds holding OGCP

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RWA

Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Oppenheimer & Co's OGCP Position: Q2 2023 in Review

Oppenheimer & Co sold out of Empire State Realty Series 60 (OGCP) in Q2 2023, closing a stake of 21,474 shares — an estimated $152K sold.

Oppenheimer & Co first reported a position in OGCP in Q3 2014 and held it in 14 quarters. The position peaked at $1.09M in Q2 2015. 17 funds tracked by Wall St. Rank hold OGCP as of Q2 2023.

Oppenheimer & Co reported no remaining Empire State Realty Series 60 position as of Q2 2023 after selling out during the quarter.
Oppenheimer & Co sold 21,474 Empire State Realty Series 60 shares in Q2 2023, an estimated $152K.
Oppenheimer & Co first reported a position in Empire State Realty Series 60 in Q3 2014 and held it in 14 quarters.
Oppenheimer & Co's Empire State Realty Series 60 position peaked at $1.09M in Q2 2015.
17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q2 2023.

Based on Oppenheimer & Co's 13F filing for Q2 2023, filed 3 Aug 2023.