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Legacy Financial Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-364
Closed -$6K – 657
2019
Q1 		$6K Hold
364
– – ﹤0.01% 739
2018
Q4 		$5K Buy
+364
New +$4.98K ﹤0.01% 739

Other funds holding OCSL

SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Legacy Financial Advisors's OCSL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Oaktree Specialty Lending (OCSL) in Q2 2019, closing a stake of 364 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in OCSL in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 142 funds tracked by Wall St. Rank hold OCSL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Oaktree Specialty Lending position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 364 Oaktree Specialty Lending shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Oaktree Specialty Lending in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Oaktree Specialty Lending position peaked at $6K in Q1 2019.
  • 142 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.