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Ameritas Investment Company’s Oaktree Specialty Lending OCSL Stock Holding History

Ameritas Investment Company’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-124
Closed -$2K – 1284
2019
Q3 		$2K Buy
+124
New +$1.95K ﹤0.01% 1478

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SCM
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PMG
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JVBC
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LSV Asset Management
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Arrowstreet Capital
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KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ameritas Investment Company's OCSL Position: Q4 2019 in Review

Ameritas Investment Company sold out of Oaktree Specialty Lending (OCSL) in Q4 2019, closing a stake of 124 shares — an estimated $2K sold.

Ameritas Investment Company first reported a position in OCSL in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 149 funds tracked by Wall St. Rank hold OCSL as of Q4 2019.

  • Ameritas Investment Company reported no remaining Oaktree Specialty Lending position as of Q4 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 124 Oaktree Specialty Lending shares in Q4 2019, an estimated $2K.
  • Ameritas Investment Company first reported a position in Oaktree Specialty Lending in Q3 2019 and held it in 1 quarter.
  • Ameritas Investment Company's Oaktree Specialty Lending position peaked at $2K in Q3 2019.
  • 149 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2019.

Based on Ameritas Investment Company's 13F filing for Q4 2019, filed 18 Feb 2020.