Barrett Asset Management’s Oshkosh OSK Stock Holding History

Barrett Asset 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
2016 Q2	–	Sell	-53	Closed	-$2K	–	378
2016 Q1	$2K	Hold	53	–	–	﹤0.01%	388
2015 Q4	$2K	Buy	+53	New	+$2.16K	﹤0.01%	322
2014 Q1	–	Sell	-130	Closed	-$7K	–	351
2013 Q4	$7K	Hold	130	–	–	﹤0.01%	301
2013 Q3	$6K	Hold	130	–	–	﹤0.01%	312
2013 Q2	$5K	Buy	+130	New	+$4.99K	﹤0.01%	321

Other funds holding OSK

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrett Asset Management's OSK Position: Q2 2016 in Review

Barrett Asset Management sold out of Oshkosh (OSK) in Q2 2016, closing a stake of 53 shares — an estimated $2K sold.

Barrett Asset Management first reported a position in OSK in Q2 2013 and held it in 5 quarters. The position peaked at $7K in Q4 2013. 265 funds tracked by Wall St. Rank hold OSK as of Q2 2016.

Barrett Asset Management reported no remaining Oshkosh position as of Q2 2016 after selling out during the quarter.
Barrett Asset Management sold 53 Oshkosh shares in Q2 2016, an estimated $2K.
Barrett Asset Management first reported a position in Oshkosh in Q2 2013 and held it in 5 quarters.
Barrett Asset Management's Oshkosh position peaked at $7K in Q4 2013.
265 funds tracked by Wall St. Rank held Oshkosh as of Q2 2016.

Based on Barrett Asset Management's 13F filing for Q2 2016, filed 18 Jul 2016.