CrestPoint Capital Management’s Oshkosh OSK Stock Holding History

CrestPoint Capital 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 Q4	$336K	Sell	3,700 -200	-5%	-$17.5K	0.19%	147
2017 Q3	$322K	Buy	3,900 +500	+15%	+$36.7K	0.14%	188
2017 Q2	$234K	Buy	+3,400	New	+$229K	0.11%	198
2015 Q3	–	Sell	-9,600	Closed	-$407K	–	231
2015 Q2	$407K	Buy	9,600 +2,400	+33%	+$120K	0.21%	150
2015 Q1	$351K	Buy	+7,200	New	+$329K	0.18%	169
2014 Q2	–	Sell	-10,990	Closed	-$647K	–	223
2014 Q1	$647K	Buy	10,990 +90	+0.8%	+$4.94K	0.4%	102
2013 Q4	$549K	Buy	+10,900	New	+$543K	0.36%	99

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

CrestPoint Capital Management's OSK Position: Q4 2017 in Review

CrestPoint Capital Management reduced its Oshkosh (OSK) stake by 5.1% in Q4 2017, selling an estimated $17.5K and leaving 3,700 shares worth $336K. The position accounts for 0.19% of the portfolio, ranked #147.

CrestPoint Capital Management first reported a position in OSK in Q4 2013 and has held it in 7 quarters since. The position peaked at $647K in Q1 2014. 393 funds tracked by Wall St. Rank hold OSK as of Q4 2017.

CrestPoint Capital Management held 3,700 shares of Oshkosh worth $336K as of Q4 2017.
CrestPoint Capital Management sold 200 Oshkosh shares in Q4 2017, an estimated $17.5K.
Oshkosh made up 0.19% of CrestPoint Capital Management's portfolio in Q4 2017, its #147 holding.
CrestPoint Capital Management first reported a position in Oshkosh in Q4 2013 and has held it in 7 quarters since.
CrestPoint Capital Management's Oshkosh position peaked at $647K in Q1 2014.
393 funds tracked by Wall St. Rank held Oshkosh as of Q4 2017.

Based on CrestPoint Capital Management's 13F filing for Q4 2017, filed 17 Jan 2018.