Mariner Wealth Advisors (NYC)’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$24K	Buy	+470	New	+$25.3K	0.01%	255

Other funds holding OAK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Hawkins Capital Houston, Texas $55.4M AUM 11.38% 1-Year Est. Return

OCAM

Onex Canada Asset Management Toronto, Ontario, Canada $649M AUM 27.38% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s OAK Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in OAKTREE CAPITAL GROUP, LLC (OAK) in Q1 2015: 470 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings.

178 funds tracked by Wall St. Rank hold OAK as of Q1 2015.

Mariner Wealth Advisors (NYC) held 470 shares of OAKTREE CAPITAL GROUP, LLC worth $24K as of Q1 2015.
OAKTREE CAPITAL GROUP, LLC was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
OAKTREE CAPITAL GROUP, LLC made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #255 holding.
178 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.