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IHT Wealth Management’s Oshkosh OSK Stock Holding History

IHT Wealth Management’s Portfolio OSK Stock Details OSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,272
Closed -$95K – 1061
2018
Q1 		$95K Buy
1,272
+105
+9% +$8.95K 0.03% 490
2017
Q4 		$106K Buy
1,167
+3
+0.3% +$263 0.03% 481
2017
Q3 		$98K Sell
1,164
-23
-2% -$1.69K 0.04% 362
2017
Q2 		$2 Buy
1,187
+3
+0.3% +$202 ﹤0.01% 1235
2017
Q1 		$80K Buy
1,184
+4
+0.3% +$275 0.05% 317
2016
Q4 		$78K Buy
+1,180
New +$73K 0.06% 304

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IHT Wealth Management's OSK Position: Q2 2018 in Review

IHT Wealth Management sold out of Oshkosh (OSK) in Q2 2018, closing a stake of 1,272 shares — an estimated $95K sold.

IHT Wealth Management first reported a position in OSK in Q4 2016 and held it in 6 quarters. The position peaked at $106K in Q4 2017. 382 funds tracked by Wall St. Rank hold OSK as of Q2 2018.

  • IHT Wealth Management reported no remaining Oshkosh position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,272 Oshkosh shares in Q2 2018, an estimated $95K.
  • IHT Wealth Management first reported a position in Oshkosh in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Oshkosh position peaked at $106K in Q4 2017.
  • 382 funds tracked by Wall St. Rank held Oshkosh as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.