Altium Wealth Management’s OHA Investment Corporation OHAI Stock Holding History

Altium Wealth Management’s Portfolio OHAI Stock Details OHAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-83,855	Closed	-$109K	–	304
2019 Q3	$109K	Sell	83,855 -30,334	-27%	-$37.5K	0.01%	278
2019 Q2	$125K	Hold	114,189	–	–	0.02%	267
2019 Q1	$137K	Hold	114,189	–	–	0.02%	270
2018 Q4	$115K	Buy	114,189 +41,747	+58%	+$54.4K	0.02%	253
2018 Q3	$111K	Hold	72,442	–	–	0.02%	288
2018 Q2	$110K	Buy	+72,442	New	+$108K	0.03%	258

Altium Wealth Management's OHAI Position: Q4 2019 in Review

Altium Wealth Management sold out of OHA Investment Corporation (OHAI) in Q4 2019, closing a stake of 83,855 shares — an estimated $109K sold.

Altium Wealth Management first reported a position in OHAI in Q2 2018 and held it in 6 quarters. The position peaked at $137K in Q1 2019. 0 funds tracked by Wall St. Rank hold OHAI as of Q4 2019.

Altium Wealth Management reported no remaining OHA Investment Corporation position as of Q4 2019 after selling out during the quarter.
Altium Wealth Management sold 83,855 OHA Investment Corporation shares in Q4 2019, an estimated $109K.
Altium Wealth Management first reported a position in OHA Investment Corporation in Q2 2018 and held it in 6 quarters.
Altium Wealth Management's OHA Investment Corporation position peaked at $137K in Q1 2019.
0 funds tracked by Wall St. Rank held OHA Investment Corporation as of Q4 2019.

Based on Altium Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.