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Nuveen Fund Advisors’s OFS Capital OFS Stock Holding History

Nuveen Fund Advisors’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,365
Closed -$137K – 330
2017
Q3 		$137K Sell
10,365
-548
-5% -$7.4K 0.03% 352
2017
Q2 		$153K Buy
+10,913
New +$155K 0.02% 407

Other funds holding OFS

WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Fund Advisors's OFS Position: Q4 2017 in Review

Nuveen Fund Advisors sold out of OFS Capital (OFS) in Q4 2017, closing a stake of 10,365 shares — an estimated $137K sold.

Nuveen Fund Advisors first reported a position in OFS in Q2 2017 and held it in 2 quarters. The position peaked at $153K in Q2 2017. 32 funds tracked by Wall St. Rank hold OFS as of Q4 2017.

  • Nuveen Fund Advisors reported no remaining OFS Capital position as of Q4 2017 after selling out during the quarter.
  • Nuveen Fund Advisors sold 10,365 OFS Capital shares in Q4 2017, an estimated $137K.
  • Nuveen Fund Advisors first reported a position in OFS Capital in Q2 2017 and held it in 2 quarters.
  • Nuveen Fund Advisors's OFS Capital position peaked at $153K in Q2 2017.
  • 32 funds tracked by Wall St. Rank held OFS Capital as of Q4 2017.

Based on Nuveen Fund Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.