MML Investors Services
OAK

MML Investors Services’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

MML Investors Services’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
2017
Q3 		– Sell
-4,451
Closed -$207K – 1393
2017
Q2 		$207K Buy
+4,451
New +$206K ﹤0.01% 1170

Other funds holding OAK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

MML Investors Services's OAK Position: Q3 2017 in Review

MML Investors Services sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q3 2017, closing a stake of 4,451 shares — an estimated $207K sold.

MML Investors Services first reported a position in OAK in Q2 2017 and held it in 1 quarter. The position peaked at $207K in Q2 2017. 192 funds tracked by Wall St. Rank hold OAK as of Q3 2017.

  • MML Investors Services reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q3 2017 after selling out during the quarter.
  • MML Investors Services sold 4,451 OAKTREE CAPITAL GROUP, LLC shares in Q3 2017, an estimated $207K.
  • MML Investors Services first reported a position in OAKTREE CAPITAL GROUP, LLC in Q2 2017 and held it in 1 quarter.
  • MML Investors Services's OAKTREE CAPITAL GROUP, LLC position peaked at $207K in Q2 2017.
  • 192 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q3 2017.

Based on MML Investors Services's 13F filing for Q3 2017, filed 14 Nov 2017.