PWAG
OAK

Polaris Wealth Advisory Group’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-312
Closed -$13K – 509
2018
Q3 		$13K Buy
+312
New +$12.8K ﹤0.01% 381

Other funds holding OAK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polaris Wealth Advisory Group's OAK Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q4 2018, closing a stake of 312 shares — an estimated $13K sold.

Polaris Wealth Advisory Group first reported a position in OAK in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 189 funds tracked by Wall St. Rank hold OAK as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 312 OAKTREE CAPITAL GROUP, LLC shares in Q4 2018, an estimated $13K.
  • Polaris Wealth Advisory Group first reported a position in OAKTREE CAPITAL GROUP, LLC in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's OAKTREE CAPITAL GROUP, LLC position peaked at $13K in Q3 2018.
  • 189 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.