OIA
OCSI

Optimum Investment Advisors’s Oaktree Strategic Income Corporation OCSI Stock Holding History

Optimum Investment Advisors’s Portfolio OCSI Stock Details OCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$56K Buy
5,300
+1,200
+29% +$12.8K 0.02% 491
2014
Q4 		$23K Buy
+4,100
New +$44.4K 0.01% 682

Other funds holding OCSI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TCM
Trishield Capital Management New York $40.3M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TCM
TAM Capital Management Stamford, Connecticut $205M AUM 28.94% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Optimum Investment Advisors's OCSI Position: Q1 2015 in Review

Optimum Investment Advisors increased its Oaktree Strategic Income Corporation (OCSI) stake by 29% in Q1 2015, buying an estimated $12.8K and bringing the position to 5,300 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #491.

Optimum Investment Advisors first reported a position in OCSI in Q4 2014 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold OCSI as of Q1 2015.

  • Optimum Investment Advisors held 5,300 shares of Oaktree Strategic Income Corporation worth $56K as of Q1 2015.
  • Optimum Investment Advisors bought 1,200 Oaktree Strategic Income Corporation shares in Q1 2015, an estimated $12.8K.
  • Oaktree Strategic Income Corporation made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #491 holding.
  • Optimum Investment Advisors first reported a position in Oaktree Strategic Income Corporation in Q4 2014 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Oaktree Strategic Income Corporation as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.