ACI
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Advance Capital I’s Oshkosh OSK Stock Holding History

Advance Capital I’s Portfolio OSK Stock Details OSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-22,600
Closed -$1.33M – 197
2014
Q1 		$1.33M Buy
22,600
+9,100
+67% +$499K 0.69% 14
2013
Q4 		$680K Buy
13,500
+5,400
+67% +$269K 0.32% 157
2013
Q3 		$397K Sell
8,100
-4,000
-33% -$178K 0.2% 219
2013
Q2 		$459K Buy
+12,100
New +$464K 0.23% 174

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Advance Capital I's OSK Position: Q2 2014 in Review

Advance Capital I sold out of Oshkosh (OSK) in Q2 2014, closing a stake of 22,600 shares — an estimated $1.33M sold.

Advance Capital I first reported a position in OSK in Q2 2013 and held it in 4 quarters. The position peaked at $1.33M in Q1 2014. 287 funds tracked by Wall St. Rank hold OSK as of Q2 2014.

  • Advance Capital I reported no remaining Oshkosh position as of Q2 2014 after selling out during the quarter.
  • Advance Capital I sold 22,600 Oshkosh shares in Q2 2014, an estimated $1.33M.
  • Advance Capital I first reported a position in Oshkosh in Q2 2013 and held it in 4 quarters.
  • Advance Capital I's Oshkosh position peaked at $1.33M in Q1 2014.
  • 287 funds tracked by Wall St. Rank held Oshkosh as of Q2 2014.

Based on Advance Capital I's 13F filing for Q2 2014, filed 5 Aug 2014.