KJWM
OAK

Kiley Juergens Wealth Management’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-853
Closed -$35K – 758
2018
Q3 		$35K Hold
853
– – 0.03% 283
2018
Q2 		$34K Buy
+853
New +$34.5K 0.03% 251
2018
Q1 		– Sell
-853
Closed -$35K – 687
2017
Q4 		$35K Buy
+853
New +$37.7K 0.03% 254

Other funds holding OAK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiley Juergens Wealth Management's OAK Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q4 2018, closing a stake of 853 shares — an estimated $35K sold.

Kiley Juergens Wealth Management first reported a position in OAK in Q4 2017 and held it in 3 quarters. The position peaked at $35K in Q3 2018. 189 funds tracked by Wall St. Rank hold OAK as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 853 OAKTREE CAPITAL GROUP, LLC shares in Q4 2018, an estimated $35K.
  • Kiley Juergens Wealth Management first reported a position in OAKTREE CAPITAL GROUP, LLC in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's OAKTREE CAPITAL GROUP, LLC position peaked at $35K in Q3 2018.
  • 189 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.