CWA
OHAI

Clarus Wealth Advisors’s OHA Investment Corporation OHAI Stock Holding History

Clarus Wealth Advisors’s Portfolio OHAI Stock Details OHAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,163
Closed -$2K – 617
2019
Q2 		$2K Hold
2,163
– – ﹤0.01% 570
2019
Q1 		$3K Sell
2,163
-8,207
-79% -$9.81K ﹤0.01% 653
2018
Q4 		$10K Sell
10,370
-2,722
-21% -$3.55K 0.02% 519
2018
Q3 		$20K Sell
13,092
-32,185
-71% -$48.9K 0.01% 437
2018
Q2 		$63K Hold
45,277
– – 0.05% 251
2018
Q1 		$63K Buy
45,277
+2,552
+6% +$3.16K 0.06% 124
2017
Q4 		$49K Buy
+42,725
New +$50.4K 0.05% 122

Other funds holding OHAI

CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
SC
Southside Capital Miami Beach, Florida $382M AUM 30.29% 1-Year Est. Return
DAM
Deltec Asset Management New York $545M AUM 33.4% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
TP
Truvvo Partners New York $5.22M AUM 13.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Clarus Wealth Advisors's OHAI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of OHA Investment Corporation (OHAI) in Q3 2019, closing a stake of 2,163 shares — an estimated $2K sold.

Clarus Wealth Advisors first reported a position in OHAI in Q4 2017 and held it in 7 quarters. The position peaked at $63K in Q2 2018. 27 funds tracked by Wall St. Rank hold OHAI as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining OHA Investment Corporation position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,163 OHA Investment Corporation shares in Q3 2019, an estimated $2K.
  • Clarus Wealth Advisors first reported a position in OHA Investment Corporation in Q4 2017 and held it in 7 quarters.
  • Clarus Wealth Advisors's OHA Investment Corporation position peaked at $63K in Q2 2018.
  • 27 funds tracked by Wall St. Rank held OHA Investment Corporation as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.