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B. Riley Wealth Management’s Oshkosh OSK Stock Holding History

B. Riley Wealth Management’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
2015
Q1 		– Sell
-6,400
Closed -$311K – 1078
2014
Q4 		$311K Sell
6,400
-6,900
-52% -$313K 0.25% 105
2014
Q3 		$587K Sell
13,300
-200
-1% -$9.95K 0.44% 49
2014
Q2 		$749K Buy
+13,500
New +$746K 0.48% 39

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Management's OSK Position: Q1 2015 in Review

B. Riley Wealth Management sold out of Oshkosh (OSK) in Q1 2015, closing a stake of 6,400 shares — an estimated $311K sold.

B. Riley Wealth Management first reported a position in OSK in Q2 2014 and held it in 3 quarters. The position peaked at $749K in Q2 2014. 247 funds tracked by Wall St. Rank hold OSK as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Oshkosh position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 6,400 Oshkosh shares in Q1 2015, an estimated $311K.
  • B. Riley Wealth Management first reported a position in Oshkosh in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Oshkosh position peaked at $749K in Q2 2014.
  • 247 funds tracked by Wall St. Rank held Oshkosh as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.