SSG
OPOF

Summit Securities Group’s Old Point Financial OPOF Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-100
Closed -$1K – 531
2013
Q4 		$1K Buy
+100
New +$1.28K ﹤0.01% 461

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
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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's OPOF Position: Q1 2014 in Review

Summit Securities Group sold out of Old Point Financial (OPOF) in Q1 2014, closing a stake of 100 shares — an estimated $1K sold.

Summit Securities Group first reported a position in OPOF in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 16 funds tracked by Wall St. Rank hold OPOF as of Q1 2014.

  • Summit Securities Group reported no remaining Old Point Financial position as of Q1 2014 after selling out during the quarter.
  • Summit Securities Group sold 100 Old Point Financial shares in Q1 2014, an estimated $1K.
  • Summit Securities Group first reported a position in Old Point Financial in Q4 2013 and held it in 1 quarter.
  • Summit Securities Group's Old Point Financial position peaked at $1K in Q4 2013.
  • 16 funds tracked by Wall St. Rank held Old Point Financial as of Q1 2014.

Based on Summit Securities Group's 13F filing for Q1 2014, filed 17 Apr 2014.