DWM
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Dakota Wealth Management’s OneMain Financial OMF Stock Holding History

Dakota Wealth Management’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,485
Closed -$252K – 293
2018
Q3 		$252K Sell
7,485
-550
-7% -$19.3K 0.06% 235
2018
Q2 		$267K Buy
+8,035
New +$260K 0.07% 175

Other funds holding OMF

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Dakota Wealth Management's OMF Position: Q4 2018 in Review

Dakota Wealth Management sold out of OneMain Financial (OMF) in Q4 2018, closing a stake of 7,485 shares — an estimated $252K sold.

Dakota Wealth Management first reported a position in OMF in Q2 2018 and held it in 2 quarters. The position peaked at $267K in Q2 2018. 194 funds tracked by Wall St. Rank hold OMF as of Q4 2018.

  • Dakota Wealth Management reported no remaining OneMain Financial position as of Q4 2018 after selling out during the quarter.
  • Dakota Wealth Management sold 7,485 OneMain Financial shares in Q4 2018, an estimated $252K.
  • Dakota Wealth Management first reported a position in OneMain Financial in Q2 2018 and held it in 2 quarters.
  • Dakota Wealth Management's OneMain Financial position peaked at $267K in Q2 2018.
  • 194 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2018.

Based on Dakota Wealth Management's 13F filing for Q4 2018, filed 22 Jan 2019.