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Financial Advocates Investment Management’s Oaktree Specialty Lending OCSL Stock Holding History

Financial Advocates Investment Management’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
2018
Q2 		– Sell
-7,900
Closed -$100K – 500
2018
Q1 		$100K Buy
+7,900
New +$109K 0.01% 476

Other funds holding OCSL

SCM
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RRAM
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PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Financial Advocates Investment Management's OCSL Position: Q2 2018 in Review

Financial Advocates Investment Management sold out of Oaktree Specialty Lending (OCSL) in Q2 2018, closing a stake of 7,900 shares — an estimated $100K sold.

Financial Advocates Investment Management first reported a position in OCSL in Q1 2018 and held it in 1 quarter. The position peaked at $100K in Q1 2018. 140 funds tracked by Wall St. Rank hold OCSL as of Q2 2018.

  • Financial Advocates Investment Management reported no remaining Oaktree Specialty Lending position as of Q2 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,900 Oaktree Specialty Lending shares in Q2 2018, an estimated $100K.
  • Financial Advocates Investment Management first reported a position in Oaktree Specialty Lending in Q1 2018 and held it in 1 quarter.
  • Financial Advocates Investment Management's Oaktree Specialty Lending position peaked at $100K in Q1 2018.
  • 140 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2018.

Based on Financial Advocates Investment Management's 13F filing for Q2 2018, filed 9 Aug 2018.