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

Optimum 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 Q2	–	Sell	-400	Closed	-$20K	–	1033
2019 Q1	$20K	Sell	400 -300	-43%	-$13K	0.01%	694
2018 Q4	$28K	Hold	700	–	–	0.01%	592
2018 Q3	$29K	Hold	700	–	–	0.01%	662
2018 Q2	$28K	Buy	+700	New	+$28.3K	0.01%	667

Other funds holding OAK

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Optimum Investment Advisors's OAK Position: Q2 2019 in Review

Optimum Investment Advisors sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q2 2019, closing a stake of 400 shares — an estimated $20K sold.

Optimum Investment Advisors first reported a position in OAK in Q2 2018 and held it in 4 quarters. The position peaked at $29K in Q3 2018. 184 funds tracked by Wall St. Rank hold OAK as of Q2 2019.

Optimum Investment Advisors reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q2 2019 after selling out during the quarter.
Optimum Investment Advisors sold 400 OAKTREE CAPITAL GROUP, LLC shares in Q2 2019, an estimated $20K.
Optimum Investment Advisors first reported a position in OAKTREE CAPITAL GROUP, LLC in Q2 2018 and held it in 4 quarters.
Optimum Investment Advisors's OAKTREE CAPITAL GROUP, LLC position peaked at $29K in Q3 2018.
184 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.