GRP
OAK

Global Retirement Partners’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Global Retirement Partners’s Portfolio OAK Stock Details OAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-448
Closed -$22K – 1736
2019
Q2 		$22K Hold
448
– – ﹤0.01% 868
2019
Q1 		$22K Hold
448
– – 0.01% 798
2018
Q4 		$18K Hold
448
– – ﹤0.01% 795
2018
Q3 		$19K Hold
448
– – ﹤0.01% 845
2018
Q2 		$18K Buy
448
+75
+20% +$3.04K ﹤0.01% 839
2018
Q1 		$15K Buy
373
+182
+95% +$7.8K ﹤0.01% 854
2017
Q4 		$8K Buy
+191
New +$8.45K ﹤0.01% 997

Other funds holding OAK

WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Global Retirement Partners's OAK Position: Q3 2019 in Review

Global Retirement Partners sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q3 2019, closing a stake of 448 shares — an estimated $22K sold.

Global Retirement Partners first reported a position in OAK in Q4 2017 and held it in 7 quarters. The position peaked at $22K in Q2 2019. 21 funds tracked by Wall St. Rank hold OAK as of Q3 2019.

  • Global Retirement Partners reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q3 2019 after selling out during the quarter.
  • Global Retirement Partners sold 448 OAKTREE CAPITAL GROUP, LLC shares in Q3 2019, an estimated $22K.
  • Global Retirement Partners first reported a position in OAKTREE CAPITAL GROUP, LLC in Q4 2017 and held it in 7 quarters.
  • Global Retirement Partners's OAKTREE CAPITAL GROUP, LLC position peaked at $22K in Q2 2019.
  • 21 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q3 2019.

Based on Global Retirement Partners's 13F filing for Q3 2019, filed 19 Nov 2019.