HI
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Hudock Inc’s Oaktree Specialty Lending OCSL Stock Holding History

Hudock 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
Q3 		– Sell
-283
Closed -$4K – 662
2017
Q2 		$4K Hold
283
– – ﹤0.01% 484
2017
Q1 		$3K Buy
283
+133
+89% +$1.98K ﹤0.01% 484
2016
Q4 		$2K Buy
+150
New +$2.5K ﹤0.01% 510
2016
Q3 		– Sell
-102
Closed -$1K – 587
2016
Q2 		$1K Buy
102
+2
+2% +$31 ﹤0.01% 563
2016
Q1 		$1K Buy
+100
New +$1.57K ﹤0.01% 555
2015
Q4 		– Sell
-101
Closed -$1K – 578
2015
Q3 		$1K Buy
101
+1
+1% +$19 ﹤0.01% 551
2015
Q2 		$1K Sell
100
-67
-40% -$1.4K ﹤0.01% 554
2015
Q1 		$4K Buy
+167
New +$3.75K ﹤0.01% 509

Other funds holding OCSL

SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudock Inc's OCSL Position: Q3 2017 in Review

Hudock Inc sold out of Oaktree Specialty Lending (OCSL) in Q3 2017, closing a stake of 283 shares — an estimated $4K sold.

Hudock Inc first reported a position in OCSL in Q1 2015 and held it in 8 quarters. The position peaked at $4K in Q2 2017. 119 funds tracked by Wall St. Rank hold OCSL as of Q3 2017.

  • Hudock Inc reported no remaining Oaktree Specialty Lending position as of Q3 2017 after selling out during the quarter.
  • Hudock Inc sold 283 Oaktree Specialty Lending shares in Q3 2017, an estimated $4K.
  • Hudock Inc first reported a position in Oaktree Specialty Lending in Q1 2015 and held it in 8 quarters.
  • Hudock Inc's Oaktree Specialty Lending position peaked at $4K in Q2 2017.
  • 119 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2017.

Based on Hudock Inc's 13F filing for Q3 2017, filed 27 Oct 2017.