CA
OCSI

Claro Advisors’s Oaktree Strategic Income Corporation OCSI Stock Holding History

Claro Advisors’s Portfolio OCSI Stock Details OCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,000
Closed -$17K – 1048
2018
Q4 		$17K Buy
+2,000
New +$16.6K 0.01% 585

Other funds holding OCSI

SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Claro Advisors's OCSI Position: Q1 2019 in Review

Claro Advisors sold out of Oaktree Strategic Income Corporation (OCSI) in Q1 2019, closing a stake of 2,000 shares — an estimated $17K sold.

Claro Advisors first reported a position in OCSI in Q4 2018 and held it in 1 quarter. The position peaked at $17K in Q4 2018. 49 funds tracked by Wall St. Rank hold OCSI as of Q1 2019.

  • Claro Advisors reported no remaining Oaktree Strategic Income Corporation position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 2,000 Oaktree Strategic Income Corporation shares in Q1 2019, an estimated $17K.
  • Claro Advisors first reported a position in Oaktree Strategic Income Corporation in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Oaktree Strategic Income Corporation position peaked at $17K in Q4 2018.
  • 49 funds tracked by Wall St. Rank held Oaktree Strategic Income Corporation as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.