Janney Montgomery Scott
OCCI

Janney Montgomery Scott’s OFS Credit Co OCCI Stock Holding History

Janney Montgomery Scott’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-19,175
Closed -$252K – 2349
2021
Q2 		$252K Buy
19,175
+651
+4% +$8.59K ﹤0.01% 2010
2021
Q1 		$246K Buy
+18,524
New +$239K ﹤0.01% 1962

Other funds holding OCCI

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Janney Montgomery Scott's OCCI Position: Q3 2021 in Review

Janney Montgomery Scott sold out of OFS Credit Co (OCCI) in Q3 2021, closing a stake of 19,175 shares — an estimated $252K sold.

Janney Montgomery Scott first reported a position in OCCI in Q1 2021 and held it in 2 quarters. The position peaked at $252K in Q2 2021. 16 funds tracked by Wall St. Rank hold OCCI as of Q3 2021.

  • Janney Montgomery Scott reported no remaining OFS Credit Co position as of Q3 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 19,175 OFS Credit Co shares in Q3 2021, an estimated $252K.
  • Janney Montgomery Scott first reported a position in OFS Credit Co in Q1 2021 and held it in 2 quarters.
  • Janney Montgomery Scott's OFS Credit Co position peaked at $252K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held OFS Credit Co as of Q3 2021.

Based on Janney Montgomery Scott's 13F filing for Q3 2021, filed 29 Oct 2021.