Invictus RG’s Oshkosh OSK Stock Holding History

Invictus RG’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
2017 Q4	–	Sell	-5,212	Closed	-$430K	–	429
2017 Q3	$430K	Sell	5,212 -3,074	-37%	-$226K	0.39%	79
2017 Q2	$571K	Buy	8,286 +6,341	+326%	+$427K	0.42%	46
2017 Q1	$133K	Buy	+1,945	New	+$134K	0.09%	402

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invictus RG's OSK Position: Q4 2017 in Review

Invictus RG sold out of Oshkosh (OSK) in Q4 2017, closing a stake of 5,212 shares — an estimated $430K sold.

Invictus RG first reported a position in OSK in Q1 2017 and held it in 3 quarters. The position peaked at $571K in Q2 2017. 393 funds tracked by Wall St. Rank hold OSK as of Q4 2017.

Invictus RG reported no remaining Oshkosh position as of Q4 2017 after selling out during the quarter.
Invictus RG sold 5,212 Oshkosh shares in Q4 2017, an estimated $430K.
Invictus RG first reported a position in Oshkosh in Q1 2017 and held it in 3 quarters.
Invictus RG's Oshkosh position peaked at $571K in Q2 2017.
393 funds tracked by Wall St. Rank held Oshkosh as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.