GSC
OCSI

Ground Swell Capital’s Oaktree Strategic Income Corporation OCSI Stock Holding History

Ground Swell Capital’s Portfolio OCSI Stock Details OCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-491
Closed -$7K – 2916
2014
Q2 		$7K Buy
+491
New +$7.07K 0.01% 931

Other funds holding OCSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
BC
Balestra Capital New York $42.5M AUM
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
BP
Boston Provident Englewood, New Jersey $117M AUM 0.5% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

Ground Swell Capital sold out of Oaktree Strategic Income Corporation (OCSI) in Q3 2014, closing a stake of 491 shares — an estimated $7K sold.

Ground Swell Capital first reported a position in OCSI in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 47 funds tracked by Wall St. Rank hold OCSI as of Q3 2014.

  • Ground Swell Capital reported no remaining Oaktree Strategic Income Corporation position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 491 Oaktree Strategic Income Corporation shares in Q3 2014, an estimated $7K.
  • Ground Swell Capital first reported a position in Oaktree Strategic Income Corporation in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Oaktree Strategic Income Corporation position peaked at $7K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held Oaktree Strategic Income Corporation as of Q3 2014.

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