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Plante Moran Financial Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Plante Moran Financial Advisors’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-300
Closed -$4K – 884
2017
Q1 		$4K Buy
+300
New +$4.47K ﹤0.01% 733

Other funds holding OCSL

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Plante Moran Financial Advisors's OCSL Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of Oaktree Specialty Lending (OCSL) in Q2 2017, closing a stake of 300 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in OCSL in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 129 funds tracked by Wall St. Rank hold OCSL as of Q2 2017.

  • Plante Moran Financial Advisors reported no remaining Oaktree Specialty Lending position as of Q2 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 300 Oaktree Specialty Lending shares in Q2 2017, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Oaktree Specialty Lending in Q1 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Oaktree Specialty Lending position peaked at $4K in Q1 2017.
  • 129 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.