Ironwood Financial’s Oaktree Specialty Lending OCSL Stock Holding History

Ironwood Financial’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
2015 Q3	$4K	Buy	+217	New	+$4.18K	﹤0.01%	289

Other funds holding OCSL

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

DFG

Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ironwood Financial's OCSL Position: Q3 2015 in Review

Ironwood Financial opened a new position in Oaktree Specialty Lending (OCSL) in Q3 2015: 217 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings.

149 funds tracked by Wall St. Rank hold OCSL as of Q3 2015.

Ironwood Financial held 217 shares of Oaktree Specialty Lending worth $4K as of Q3 2015.
Oaktree Specialty Lending was a new Ironwood Financial position in Q3 2015.
Oaktree Specialty Lending made up ﹤0.01% of Ironwood Financial's portfolio in Q3 2015, its #289 holding.
149 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.