IFP Advisors’s OFS Credit Co OCCI Stock Holding History

IFP Advisors’s Portfolio OCCI Stock Details OCCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-554	Closed	-$7K	–	3448
2021 Q3	$7K	Buy	+554	New	+$6.92K	﹤0.01%	2432

Other funds holding OCCI

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

IFP Advisors's OCCI Position: Q4 2021 in Review

IFP Advisors sold out of OFS Credit Co (OCCI) in Q4 2021, closing a stake of 554 shares — an estimated $7K sold.

IFP Advisors first reported a position in OCCI in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 15 funds tracked by Wall St. Rank hold OCCI as of Q4 2021.

IFP Advisors reported no remaining OFS Credit Co position as of Q4 2021 after selling out during the quarter.
IFP Advisors sold 554 OFS Credit Co shares in Q4 2021, an estimated $7K.
IFP Advisors first reported a position in OFS Credit Co in Q3 2021 and held it in 1 quarter.
IFP Advisors's OFS Credit Co position peaked at $7K in Q3 2021.
15 funds tracked by Wall St. Rank held OFS Credit Co as of Q4 2021.

Based on IFP Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.