OC
TAYC

Oppenheimer & Co’s TAYLOR CAPITAL GROUP INC TAYC Stock Holding History

Oppenheimer & Co’s Portfolio TAYC Stock Details TAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-21,014
Closed -$503K – 1545
2014
Q1 		$503K Sell
21,014
-5,342
-20% -$126K 0.02% 825
2013
Q4 		$701K Buy
+26,356
New +$629K 0.02% 698

Other funds holding TAYC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oppenheimer & Co's TAYC Position: Q2 2014 in Review

Oppenheimer & Co sold out of TAYLOR CAPITAL GROUP INC (TAYC) in Q2 2014, closing a stake of 21,014 shares — an estimated $503K sold.

Oppenheimer & Co first reported a position in TAYC in Q4 2013 and held it in 2 quarters. The position peaked at $701K in Q4 2013. 79 funds tracked by Wall St. Rank hold TAYC as of Q2 2014.

  • Oppenheimer & Co reported no remaining TAYLOR CAPITAL GROUP INC position as of Q2 2014 after selling out during the quarter.
  • Oppenheimer & Co sold 21,014 TAYLOR CAPITAL GROUP INC shares in Q2 2014, an estimated $503K.
  • Oppenheimer & Co first reported a position in TAYLOR CAPITAL GROUP INC in Q4 2013 and held it in 2 quarters.
  • Oppenheimer & Co's TAYLOR CAPITAL GROUP INC position peaked at $701K in Q4 2013.
  • 79 funds tracked by Wall St. Rank held TAYLOR CAPITAL GROUP INC as of Q2 2014.

Based on Oppenheimer & Co's 13F filing for Q2 2014, filed 14 Aug 2014.