Ground Swell Capital’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Ground Swell Capital’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
2014 Q3	$1K	Buy	+13	New	+$652	﹤0.01%	2270

Other funds holding OAK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hawkins Capital Houston, Texas $55.4M AUM 11.12% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ground Swell Capital's OAK Position: Q3 2014 in Review

Ground Swell Capital opened a new position in OAKTREE CAPITAL GROUP, LLC (OAK) in Q3 2014: 13 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2270 among its holdings.

147 funds tracked by Wall St. Rank hold OAK as of Q3 2014.

Ground Swell Capital held 13 shares of OAKTREE CAPITAL GROUP, LLC worth $1K as of Q3 2014.
OAKTREE CAPITAL GROUP, LLC was a new Ground Swell Capital position in Q3 2014.
OAKTREE CAPITAL GROUP, LLC made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2270 holding.
147 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.