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Mount Yale Investment Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Mount Yale Investment Advisors’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-698
Closed -$10K – 626
2018
Q3 		$10K Buy
+698
New +$10.3K ﹤0.01% 858

Other funds holding OCSL

SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Oaktree Specialty Lending (OCSL) in Q4 2018, closing a stake of 698 shares — an estimated $10K sold.

Mount Yale Investment Advisors first reported a position in OCSL in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 139 funds tracked by Wall St. Rank hold OCSL as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Oaktree Specialty Lending position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 698 Oaktree Specialty Lending shares in Q4 2018, an estimated $10K.
  • Mount Yale Investment Advisors first reported a position in Oaktree Specialty Lending in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Oaktree Specialty Lending position peaked at $10K in Q3 2018.
  • 139 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2018.

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