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MSI Financial Services’s Oshkosh OSK Stock Holding History

MSI Financial Services’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
2016
Q4 		$6K Sell
100
-7
-7% -$433 ﹤0.01% 3074
2016
Q3 		$6K Buy
107
+7
+7% +$368 ﹤0.01% 3056
2016
Q2 		$5K Sell
100
-200
-67% -$8.87K ﹤0.01% 3156
2016
Q1 		$12K Hold
300
– – ﹤0.01% 2635
2015
Q4 		$12K Buy
300
+200
+200% +$8.14K ﹤0.01% 2605
2015
Q3 		$4K Sell
100
-102
-50% -$3.98K ﹤0.01% 2513
2015
Q2 		$9K Buy
202
+32
+19% +$1.6K ﹤0.01% 2193
2015
Q1 		$8K Buy
170
+3
+2% +$137 ﹤0.01% 2250
2014
Q4 		$8K Hold
167
– – ﹤0.01% 1945
2014
Q3 		$7K Buy
167
+26
+18% +$1.29K ﹤0.01% 1982
2014
Q2 		$8K Buy
141
+41
+41% +$2.27K ﹤0.01% 1895
2014
Q1 		$6K Sell
100
-332
-77% -$18.2K ﹤0.01% 1939
2013
Q4 		$22K Buy
432
+60
+16% +$2.99K ﹤0.01% 1354
2013
Q3 		$18K Buy
372
+51
+16% +$2.27K ﹤0.01% 1246
2013
Q2 		$12K Buy
+321
New +$12.3K ﹤0.01% 1476

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MSI Financial Services's OSK Position: Q4 2016 in Review

MSI Financial Services reduced its Oshkosh (OSK) stake by 6.5% in Q4 2016, selling an estimated $433 and leaving 100 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #3074.

MSI Financial Services first reported a position in OSK in Q2 2013 and has held it in 15 quarters since. The position peaked at $22K in Q4 2013. 336 funds tracked by Wall St. Rank hold OSK as of Q4 2016.

  • MSI Financial Services held 100 shares of Oshkosh worth $6K as of Q4 2016.
  • MSI Financial Services sold 7 Oshkosh shares in Q4 2016, an estimated $433.
  • Oshkosh made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3074 holding.
  • MSI Financial Services first reported a position in Oshkosh in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Oshkosh position peaked at $22K in Q4 2013.
  • 336 funds tracked by Wall St. Rank held Oshkosh as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.