OFI Advisors’s Oshkosh OSK Stock Holding History

OFI Advisors’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
2015 Q3	$1.05M	Buy	28,885 +2,370	+9%	+$92.5K	0.07%	342
2015 Q2	$1.12M	Buy	26,515 +976	+4%	+$48.9K	0.07%	349
2015 Q1	$1.25M	Buy	25,539 +2,209	+9%	+$101K	0.07%	294
2014 Q4	$1.14M	Sell	23,330 -2,763	-11%	-$126K	0.07%	298
2014 Q3	$1.15M	Buy	26,093 +3,439	+15%	+$171K	0.08%	254
2014 Q2	$1.26M	Buy	22,654 +2,769	+14%	+$153K	0.09%	223
2014 Q1	$1.17M	Sell	19,885 -1,607	-7%	-$88.2K	0.09%	224
2013 Q4	$1.08M	Buy	21,492 +2,908	+16%	+$145K	0.09%	232
2013 Q3	$910K	Sell	18,584 -4,999	-21%	-$222K	0.09%	229
2013 Q2	$895K	Buy	+23,583	New	+$905K	0.09%	213

Other funds holding OSK

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OFI Advisors's OSK Position: Q3 2015 in Review

OFI Advisors increased its Oshkosh (OSK) stake by 8.9% in Q3 2015, buying an estimated $92.5K and bringing the position to 28,885 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #342.

OFI Advisors first reported a position in OSK in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.26M in Q2 2014. 239 funds tracked by Wall St. Rank hold OSK as of Q3 2015.

OFI Advisors held 28,885 shares of Oshkosh worth $1.05M as of Q3 2015.
OFI Advisors bought 2,370 Oshkosh shares in Q3 2015, an estimated $92.5K.
Oshkosh made up 0.07% of OFI Advisors's portfolio in Q3 2015, its #342 holding.
OFI Advisors first reported a position in Oshkosh in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's Oshkosh position peaked at $1.26M in Q2 2014.
239 funds tracked by Wall St. Rank held Oshkosh as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.