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Coastal Bridge Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Coastal Bridge Advisors’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,019
Closed -$94K – 144
2020
Q2 		$94K Buy
7,019
+180
+3% +$2.24K 0.03% 139
2020
Q1 		$66K Buy
6,839
+2,985
+77% +$43.5K 0.02% 137
2019
Q4 		$63K Sell
3,854
-1,768
-31% -$27.8K 0.02% 126
2019
Q3 		$87K Buy
+5,622
New +$88.5K 0.03% 149

Other funds holding OCSL

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

Coastal Bridge Advisors's OCSL Position: Q3 2020 in Review

Coastal Bridge Advisors sold out of Oaktree Specialty Lending (OCSL) in Q3 2020, closing a stake of 7,019 shares — an estimated $94K sold.

Coastal Bridge Advisors first reported a position in OCSL in Q3 2019 and held it in 4 quarters. The position peaked at $94K in Q2 2020. 131 funds tracked by Wall St. Rank hold OCSL as of Q3 2020.

  • Coastal Bridge Advisors reported no remaining Oaktree Specialty Lending position as of Q3 2020 after selling out during the quarter.
  • Coastal Bridge Advisors sold 7,019 Oaktree Specialty Lending shares in Q3 2020, an estimated $94K.
  • Coastal Bridge Advisors first reported a position in Oaktree Specialty Lending in Q3 2019 and held it in 4 quarters.
  • Coastal Bridge Advisors's Oaktree Specialty Lending position peaked at $94K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2020.

Based on Coastal Bridge Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.