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Index Management Solutions’s Oshkosh OSK Stock Holding History

Index Management Solutions’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
2014
Q4 		– Sell
-3,618
Closed -$160K – 941
2014
Q3 		$160K Buy
3,618
+1,277
+55% +$63.5K 0.02% 719
2014
Q2 		$130K Buy
2,341
+1,634
+231% +$90.3K 0.02% 730
2014
Q1 		$42K Buy
707
+344
+95% +$18.9K 0.01% 930
2013
Q4 		$18K Buy
363
+60
+20% +$2.99K ﹤0.01% 637
2013
Q3 		$15K Buy
+303
New +$13.5K ﹤0.01% 666

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Index Management Solutions's OSK Position: Q4 2014 in Review

Index Management Solutions sold out of Oshkosh (OSK) in Q4 2014, closing a stake of 3,618 shares — an estimated $160K sold.

Index Management Solutions first reported a position in OSK in Q3 2013 and held it in 5 quarters. The position peaked at $160K in Q3 2014. 245 funds tracked by Wall St. Rank hold OSK as of Q4 2014.

  • Index Management Solutions reported no remaining Oshkosh position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 3,618 Oshkosh shares in Q4 2014, an estimated $160K.
  • Index Management Solutions first reported a position in Oshkosh in Q3 2013 and held it in 5 quarters.
  • Index Management Solutions's Oshkosh position peaked at $160K in Q3 2014.
  • 245 funds tracked by Wall St. Rank held Oshkosh as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.