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Farmers & Merchants Investments Inc’s Oaktree Specialty Lending OCSL Stock Holding History

Farmers & Merchants Investments Inc’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
2017
Q1 		– Sell
-36
Closed -$1K – 769
2016
Q4 		$1K Hold
36
– – ﹤0.01% 773
2016
Q3 		$1K Buy
+36
New +$618 ﹤0.01% 723

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DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Farmers & Merchants Investments Inc's OCSL Position: Q1 2017 in Review

Farmers & Merchants Investments Inc sold out of Oaktree Specialty Lending (OCSL) in Q1 2017, closing a stake of 36 shares — an estimated $1K sold.

Farmers & Merchants Investments Inc first reported a position in OCSL in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q4 2016. 126 funds tracked by Wall St. Rank hold OCSL as of Q1 2017.

  • Farmers & Merchants Investments Inc reported no remaining Oaktree Specialty Lending position as of Q1 2017 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 36 Oaktree Specialty Lending shares in Q1 2017, an estimated $1K.
  • Farmers & Merchants Investments Inc first reported a position in Oaktree Specialty Lending in Q3 2016 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's Oaktree Specialty Lending position peaked at $1K in Q4 2016.
  • 126 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2017.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2017, filed 18 Apr 2017.