JP Morgan Private Wealth Advisors’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OAK Stock Details OAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-68,043	Closed	-$2.71M	–	1545
2018 Q4	$2.71M	Sell	68,043 -145,982	-68%	-$6M	0.02%	509
2018 Q3	$8.86M	Buy	214,025 +79,390	+59%	+$3.26M	0.04%	321
2018 Q2	$5.47M	Buy	+134,635	New	+$5.45M	0.03%	382
2016 Q2	–	Sell	-11,030	Closed	-$545K	–	1339
2016 Q1	$545K	Buy	11,030 +5,560	+102%	+$253K	0.01%	731
2015 Q4	$261K	Buy	5,470 +708	+15%	+$34.5K	﹤0.01%	921
2015 Q3	$236K	Buy	4,762 +181	+4%	+$9.59K	﹤0.01%	878
2015 Q2	$244K	Buy	4,581 +253	+6%	+$13.4K	﹤0.01%	918
2015 Q1	$224K	Buy	4,328 +42	+1%	+$2.26K	﹤0.01%	999
2014 Q4	$222K	Sell	4,286 -947	-18%	-$45.7K	﹤0.01%	962
2014 Q3	$267K	Buy	+5,233	New	+$262K	﹤0.01%	881

Other funds holding OAK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OAK Position: Q1 2019 in Review

JP Morgan Private Wealth Advisors sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q1 2019, closing a stake of 68,043 shares — an estimated $2.71M sold.

JP Morgan Private Wealth Advisors first reported a position in OAK in Q3 2014 and held it in 10 quarters. The position peaked at $8.86M in Q3 2018. 198 funds tracked by Wall St. Rank hold OAK as of Q1 2019.

JP Morgan Private Wealth Advisors reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q1 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 68,043 OAKTREE CAPITAL GROUP, LLC shares in Q1 2019, an estimated $2.71M.
JP Morgan Private Wealth Advisors first reported a position in OAKTREE CAPITAL GROUP, LLC in Q3 2014 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's OAKTREE CAPITAL GROUP, LLC position peaked at $8.86M in Q3 2018.
198 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q1 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.