OIA
OAK

OneDigital Investment Advisors’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

OneDigital Investment Advisors’s Portfolio OAK Stock Details OAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-105
Closed -$5K – 1300
2019
Q2 		$5K Hold
105
– – ﹤0.01% 1060
2019
Q1 		$5K Hold
105
– – ﹤0.01% 999
2018
Q4 		$4K Buy
+105
New +$4.31K ﹤0.01% 993

Other funds holding OAK

WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $318M AUM 18.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

OneDigital Investment Advisors's OAK Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q3 2019, closing a stake of 105 shares — an estimated $5K sold.

OneDigital Investment Advisors first reported a position in OAK in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 21 funds tracked by Wall St. Rank hold OAK as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 105 OAKTREE CAPITAL GROUP, LLC shares in Q3 2019, an estimated $5K.
  • OneDigital Investment Advisors first reported a position in OAKTREE CAPITAL GROUP, LLC in Q4 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's OAKTREE CAPITAL GROUP, LLC position peaked at $5K in Q2 2019.
  • 21 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.