PCMC
OCCI

Planning Capital Management Corporation’s OFS Credit Co OCCI Stock Holding History

Planning Capital Management Corporation’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-70
Closed -$450 – 686
2023
Q4 		$450 Buy
+70
New +$452 ﹤0.01% 630

Other funds holding OCCI

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Planning Capital Management Corporation's OCCI Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of OFS Credit Co (OCCI) in Q1 2024, closing a stake of 70 shares — an estimated $450 sold.

Planning Capital Management Corporation first reported a position in OCCI in Q4 2023 and held it in 1 quarter. The position peaked at $450 in Q4 2023. 26 funds tracked by Wall St. Rank hold OCCI as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining OFS Credit Co position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 70 OFS Credit Co shares in Q1 2024, an estimated $450.
  • Planning Capital Management Corporation first reported a position in OFS Credit Co in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's OFS Credit Co position peaked at $450 in Q4 2023.
  • 26 funds tracked by Wall St. Rank held OFS Credit Co as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.