SPIA
OFED

Steward Partners Investment Advisory’s Oconee Federal Financial Corp. OFED Stock Holding History

Steward Partners Investment Advisory’s Portfolio OFED Stock Details OFED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-42
Closed -$1K – 2754
2019
Q4 		$1K Hold
42
– – ﹤0.01% 2552
2019
Q3 		$0 Hold
42
– – ﹤0.01% 2807
2019
Q2 		$0 Buy
+42
New +$1.03K ﹤0.01% 2712
2018
Q4 		– Sell
-42
Closed -$1K – 2319
2018
Q3 		$1K Buy
+42
New +$1.15K ﹤0.01% 2547

Other funds holding OFED

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Steward Partners Investment Advisory's OFED Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Oconee Federal Financial Corp. (OFED) in Q1 2020, closing a stake of 42 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in OFED in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 11 funds tracked by Wall St. Rank hold OFED as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Oconee Federal Financial Corp. position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 42 Oconee Federal Financial Corp. shares in Q1 2020, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Oconee Federal Financial Corp. in Q3 2018 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Oconee Federal Financial Corp. position peaked at $1K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Oconee Federal Financial Corp. as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.