PP
OPOF

Palladium Partners’s Old Point Financial OPOF Stock Holding History

Palladium Partners’s Portfolio OPOF Stock Details OPOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,562
Closed -$77K – 403
2014
Q1 		$77K Buy
+4,562
New +$68.8K 0.01% 310
2013
Q4 		– Sell
-6,543
Closed -$85K – 408
2013
Q3 		$85K Sell
6,543
-19
-0.3% -$246 0.01% 303
2013
Q2 		$86K Buy
+6,562
New +$84.1K 0.01% 299

Other funds holding OPOF

OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $311M AUM 24.14% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Palladium Partners's OPOF Position: Q2 2014 in Review

Palladium Partners sold out of Old Point Financial (OPOF) in Q2 2014, closing a stake of 4,562 shares — an estimated $77K sold.

Palladium Partners first reported a position in OPOF in Q2 2013 and held it in 3 quarters. The position peaked at $86K in Q2 2013. 18 funds tracked by Wall St. Rank hold OPOF as of Q2 2014.

  • Palladium Partners reported no remaining Old Point Financial position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 4,562 Old Point Financial shares in Q2 2014, an estimated $77K.
  • Palladium Partners first reported a position in Old Point Financial in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Old Point Financial position peaked at $86K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held Old Point Financial as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.