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Pinnacle Summer Investments’s Oshkosh OSK Stock Holding History

Pinnacle Summer Investments’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
Q1 		– Sell
-432
Closed -$19K – 1018
2014
Q4 		$19K Sell
432
-550
-56% -$25K ﹤0.01% 673
2014
Q3 		$43K Buy
982
+317
+48% +$15.8K ﹤0.01% 551
2014
Q2 		$35K Buy
+665
New +$36.8K ﹤0.01% 558

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Pinnacle Summer Investments's OSK Position: Q1 2015 in Review

Pinnacle Summer Investments sold out of Oshkosh (OSK) in Q1 2015, closing a stake of 432 shares — an estimated $19K sold.

Pinnacle Summer Investments first reported a position in OSK in Q2 2014 and held it in 3 quarters. The position peaked at $43K in Q3 2014. 247 funds tracked by Wall St. Rank hold OSK as of Q1 2015.

  • Pinnacle Summer Investments reported no remaining Oshkosh position as of Q1 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 432 Oshkosh shares in Q1 2015, an estimated $19K.
  • Pinnacle Summer Investments first reported a position in Oshkosh in Q2 2014 and held it in 3 quarters.
  • Pinnacle Summer Investments's Oshkosh position peaked at $43K in Q3 2014.
  • 247 funds tracked by Wall St. Rank held Oshkosh as of Q1 2015.

Based on Pinnacle Summer Investments's 13F filing for Q1 2015, filed 19 May 2015.