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Oak Point Wealth Management’s DigitalBridge DBRG Stock Holding History

Oak Point Wealth Management’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$2K Hold
78
– – ﹤0.01% 193
2017
Q4 		$3K Buy
+78
New +$3.83K ﹤0.01% 189

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Oak Point Wealth Management's DBRG Position: Q1 2018 in Review

Oak Point Wealth Management held its DigitalBridge (DBRG) position steady in Q1 2018 at 78 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Oak Point Wealth Management first reported a position in DBRG in Q4 2017 and has held it in 2 quarters since. The position peaked at $3K in Q4 2017. 371 funds tracked by Wall St. Rank hold DBRG as of Q1 2018.

  • Oak Point Wealth Management held 78 shares of DigitalBridge worth $2K as of Q1 2018.
  • Oak Point Wealth Management left its DigitalBridge share count unchanged in Q1 2018.
  • DigitalBridge made up ﹤0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #193 holding.
  • Oak Point Wealth Management first reported a position in DigitalBridge in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's DigitalBridge position peaked at $3K in Q4 2017.
  • 371 funds tracked by Wall St. Rank held DigitalBridge as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.