MYIA
OAK

Mount Yale Investment Advisors’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-173
Closed -$7K – 917
2018
Q3 		$7K Sell
173
-214
-55% -$8.8K ﹤0.01% 872
2018
Q2 		$16K Hold
387
– – ﹤0.01% 838
2018
Q1 		$15K Buy
+387
New +$16.6K ﹤0.01% 818

Other funds holding OAK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's OAK Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q4 2018, closing a stake of 173 shares — an estimated $7K sold.

Mount Yale Investment Advisors first reported a position in OAK in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 189 funds tracked by Wall St. Rank hold OAK as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 173 OAKTREE CAPITAL GROUP, LLC shares in Q4 2018, an estimated $7K.
  • Mount Yale Investment Advisors first reported a position in OAKTREE CAPITAL GROUP, LLC in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's OAKTREE CAPITAL GROUP, LLC position peaked at $16K in Q2 2018.
  • 189 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.