NFG
OHAI

Next Financial Group’s OHA Investment Corporation OHAI Stock Holding History

Next Financial Group’s Portfolio OHAI Stock Details OHAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-700
Closed -$1K – 2295
2018
Q4 		$1K Buy
+700
New +$913 ﹤0.01% 1928
2018
Q3 		– Sell
-11,440
Closed -$17K – 1560
2018
Q2 		$17K Buy
+11,440
New +$17K 0.01% 288

Other funds holding OHAI

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
SC
Southside Capital Miami Beach, Florida $382M AUM 30.29% 1-Year Est. Return
DAM
Deltec Asset Management New York $545M AUM 33.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Next Financial Group's OHAI Position: Q1 2019 in Review

Next Financial Group sold out of OHA Investment Corporation (OHAI) in Q1 2019, closing a stake of 700 shares — an estimated $1K sold.

Next Financial Group first reported a position in OHAI in Q2 2018 and held it in 2 quarters. The position peaked at $17K in Q2 2018. 29 funds tracked by Wall St. Rank hold OHAI as of Q1 2019.

  • Next Financial Group reported no remaining OHA Investment Corporation position as of Q1 2019 after selling out during the quarter.
  • Next Financial Group sold 700 OHA Investment Corporation shares in Q1 2019, an estimated $1K.
  • Next Financial Group first reported a position in OHA Investment Corporation in Q2 2018 and held it in 2 quarters.
  • Next Financial Group's OHA Investment Corporation position peaked at $17K in Q2 2018.
  • 29 funds tracked by Wall St. Rank held OHA Investment Corporation as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.