LWCFA
OAK

Loring Wolcott & Coolidge Fiduciary Advisors’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q2 		– Sell
-100
Closed -$5K – 782
2019
Q1 		$5K Hold
100
– – ﹤0.01% 597
2018
Q4 		$4K Buy
+100
New +$4.11K ﹤0.01% 609

Other funds holding OAK

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OAK Position: Q2 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OAK in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 184 funds tracked by Wall St. Rank hold OAK as of Q2 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q2 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 100 OAKTREE CAPITAL GROUP, LLC shares in Q2 2019, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OAKTREE CAPITAL GROUP, LLC in Q4 2018 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's OAKTREE CAPITAL GROUP, LLC position peaked at $5K in Q1 2019.
  • 184 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q2 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.