Calton & Associates’s Oshkosh OSK Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-84	Closed	-$7K	–	984
2017 Q4	$7K	Buy	+84	New	+$7.36K	﹤0.01%	1170

Other funds holding OSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

Calton & Associates's OSK Position: Q1 2018 in Review

Calton & Associates sold out of Oshkosh (OSK) in Q1 2018, closing a stake of 84 shares — an estimated $7K sold.

Calton & Associates first reported a position in OSK in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 378 funds tracked by Wall St. Rank hold OSK as of Q1 2018.

Calton & Associates reported no remaining Oshkosh position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 84 Oshkosh shares in Q1 2018, an estimated $7K.
Calton & Associates first reported a position in Oshkosh in Q4 2017 and held it in 1 quarter.
Calton & Associates's Oshkosh position peaked at $7K in Q4 2017.
378 funds tracked by Wall St. Rank held Oshkosh as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.