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Capstone Asset Management’s Oshkosh OSK Stock Holding History

Capstone 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
2017
Q2 		$376K Buy
5,452
+220
+4% +$14.8K 0.01% 1093
2017
Q1 		$359K Sell
5,232
-420
-7% -$28.9K 0.01% 1136
2016
Q4 		$365K Sell
5,652
-2,300
-29% -$142K 0.01% 1165
2016
Q3 		$445K Sell
7,952
-220
-3% -$11.6K 0.01% 1042
2016
Q2 		$390K Sell
8,172
-970
-11% -$43K 0.01% 1123
2016
Q1 		$374K Sell
9,142
-10
-0.1% -$354 0.01% 1113
2015
Q4 		$357K Sell
9,152
-70
-0.8% -$2.85K 0.01% 1144
2015
Q3 		$335K Buy
9,222
+550
+6% +$21.5K 0.01% 1161
2015
Q2 		$368K Buy
8,672
+580
+7% +$29.1K 0.01% 1179
2015
Q1 		$395K Buy
8,092
+520
+7% +$23.8K 0.01% 1237
2014
Q4 		$368K Sell
7,572
-50
-0.7% -$2.27K 0.01% 1251
2014
Q3 		$337K Buy
7,622
+140
+2% +$6.96K 0.01% 1282
2014
Q2 		$415K Sell
7,482
-1,335
-15% -$73.8K 0.01% 1178
2014
Q1 		$519K Sell
8,817
-1,540
-15% -$84.5K 0.02% 1040
2013
Q4 		$522K Sell
10,357
-6,508
-39% -$324K 0.02% 1098
2013
Q3 		$826K Sell
16,865
-950
-5% -$42.3K 0.02% 900
2013
Q2 		$676K Buy
+17,815
New +$684K 0.02% 974

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Asset Management's OSK Position: Q2 2017 in Review

Capstone Asset Management increased its Oshkosh (OSK) stake by 4.2% in Q2 2017, buying an estimated $14.8K and bringing the position to 5,452 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #1093.

Capstone Asset Management first reported a position in OSK in Q2 2013 and has held it in 17 quarters since. The position peaked at $826K in Q3 2013. 315 funds tracked by Wall St. Rank hold OSK as of Q2 2017.

  • Capstone Asset Management held 5,452 shares of Oshkosh worth $376K as of Q2 2017.
  • Capstone Asset Management bought 220 Oshkosh shares in Q2 2017, an estimated $14.8K.
  • Oshkosh made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1093 holding.
  • Capstone Asset Management first reported a position in Oshkosh in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Oshkosh position peaked at $826K in Q3 2013.
  • 315 funds tracked by Wall St. Rank held Oshkosh as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.