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J. Goldman & Co’s Oaktree Specialty Lending OCSL Stock Holding History

J. Goldman & Co’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
Q2 		– Sell
-14,364
Closed -$315K – 298
2015
Q1 		$315K Buy
+14,364
New +$322K 0.02% 256

Other funds holding OCSL

DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

J. Goldman & Co's OCSL Position: Q2 2015 in Review

J. Goldman & Co sold out of Oaktree Specialty Lending (OCSL) in Q2 2015, closing a stake of 14,364 shares — an estimated $315K sold.

J. Goldman & Co first reported a position in OCSL in Q1 2015 and held it in 1 quarter. The position peaked at $315K in Q1 2015. 148 funds tracked by Wall St. Rank hold OCSL as of Q2 2015.

  • J. Goldman & Co reported no remaining Oaktree Specialty Lending position as of Q2 2015 after selling out during the quarter.
  • J. Goldman & Co sold 14,364 Oaktree Specialty Lending shares in Q2 2015, an estimated $315K.
  • J. Goldman & Co first reported a position in Oaktree Specialty Lending in Q1 2015 and held it in 1 quarter.
  • J. Goldman & Co's Oaktree Specialty Lending position peaked at $315K in Q1 2015.
  • 148 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2015.

Based on J. Goldman & Co's 13F filing for Q2 2015, filed 14 Aug 2015.