EWM
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Elite Wealth Management’s Oshkosh OSK Stock Holding History

Elite Wealth 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
2014
Q1 		– Sell
-100
Closed -$5K – 576
2013
Q4 		$5K Buy
+100
New +$4.99K ﹤0.01% 472

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Elite Wealth Management's OSK Position: Q1 2014 in Review

Elite Wealth Management sold out of Oshkosh (OSK) in Q1 2014, closing a stake of 100 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in OSK in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 280 funds tracked by Wall St. Rank hold OSK as of Q1 2014.

  • Elite Wealth Management reported no remaining Oshkosh position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 100 Oshkosh shares in Q1 2014, an estimated $5K.
  • Elite Wealth Management first reported a position in Oshkosh in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Oshkosh position peaked at $5K in Q4 2013.
  • 280 funds tracked by Wall St. Rank held Oshkosh as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.