DWM
OSG

Doyle Wealth Management’s Octave Specialty Group OSG Stock Holding History

Doyle Wealth Management’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-177
Closed -$3K – 216
2018
Q4 		$3K Buy
+177
New +$3.25K ﹤0.01% 759

Other funds holding OSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Doyle Wealth Management's OSG Position: Q1 2019 in Review

Doyle Wealth Management sold out of Octave Specialty Group (OSG) in Q1 2019, closing a stake of 177 shares — an estimated $3K sold.

Doyle Wealth Management first reported a position in OSG in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 155 funds tracked by Wall St. Rank hold OSG as of Q1 2019.

  • Doyle Wealth Management reported no remaining Octave Specialty Group position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 177 Octave Specialty Group shares in Q1 2019, an estimated $3K.
  • Doyle Wealth Management first reported a position in Octave Specialty Group in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Octave Specialty Group position peaked at $3K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held Octave Specialty Group as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.