Lucus Advisors’s Oshkosh OSK Stock Holding History

Lucus Advisors’s Portfolio OSK Stock Details OSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-5,971	Closed	-$410K	–	236
2017 Q1	$410K	Buy	+5,971	New	+$410K	0.38%	109

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lucus Advisors's OSK Position: Q2 2017 in Review

Lucus Advisors sold out of Oshkosh (OSK) in Q2 2017, closing a stake of 5,971 shares — an estimated $410K sold.

Lucus Advisors first reported a position in OSK in Q1 2017 and held it in 1 quarter. The position peaked at $410K in Q1 2017. 315 funds tracked by Wall St. Rank hold OSK as of Q2 2017.

Lucus Advisors reported no remaining Oshkosh position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 5,971 Oshkosh shares in Q2 2017, an estimated $410K.
Lucus Advisors first reported a position in Oshkosh in Q1 2017 and held it in 1 quarter.
Lucus Advisors's Oshkosh position peaked at $410K in Q1 2017.
315 funds tracked by Wall St. Rank held Oshkosh as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.