AMP Capital Investors’s OFS Capital OFS Stock Holding History

AMP Capital Investors’s Portfolio OFS Stock Details OFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-12,000	Closed	-$144K	–	1216
2019 Q2	$144K	Sell	12,000 -1,700	-12%	-$20.9K	﹤0.01%	1159
2019 Q1	$162K	Buy	+13,700	New	+$159K	﹤0.01%	1132

Other funds holding OFS

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VEA

Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AMP Capital Investors's OFS Position: Q3 2019 in Review

AMP Capital Investors sold out of OFS Capital (OFS) in Q3 2019, closing a stake of 12,000 shares — an estimated $144K sold.

AMP Capital Investors first reported a position in OFS in Q1 2019 and held it in 2 quarters. The position peaked at $162K in Q1 2019. 35 funds tracked by Wall St. Rank hold OFS as of Q3 2019.

AMP Capital Investors reported no remaining OFS Capital position as of Q3 2019 after selling out during the quarter.
AMP Capital Investors sold 12,000 OFS Capital shares in Q3 2019, an estimated $144K.
AMP Capital Investors first reported a position in OFS Capital in Q1 2019 and held it in 2 quarters.
AMP Capital Investors's OFS Capital position peaked at $162K in Q1 2019.
35 funds tracked by Wall St. Rank held OFS Capital as of Q3 2019.

Based on AMP Capital Investors's 13F filing for Q3 2019, filed 13 Nov 2019.