PSW
OCSL icon

Portfolio Strategies (Washington)’s Oaktree Specialty Lending OCSL Stock Holding History

Portfolio Strategies (Washington)’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
Q4 		$2K Hold
133
– – ﹤0.01% 70
2017
Q3 		$2K Hold
133
– – ﹤0.01% 57
2017
Q2 		$2K Hold
133
– – ﹤0.01% 66
2017
Q1 		$2K Hold
133
– – ﹤0.01% 67
2016
Q4 		$2K Buy
+133
New +$2.22K ﹤0.01% 84

Other funds holding OCSL

SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Portfolio Strategies (Washington)'s OCSL Position: Q4 2017 in Review

Portfolio Strategies (Washington) held its Oaktree Specialty Lending (OCSL) position steady in Q4 2017 at 133 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #70.

Portfolio Strategies (Washington) first reported a position in OCSL in Q4 2016 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold OCSL as of Q4 2017.

  • Portfolio Strategies (Washington) held 133 shares of Oaktree Specialty Lending worth $2K as of Q4 2017.
  • Portfolio Strategies (Washington) left its Oaktree Specialty Lending share count unchanged in Q4 2017.
  • Oaktree Specialty Lending made up ﹤0.01% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #70 holding.
  • Portfolio Strategies (Washington) first reported a position in Oaktree Specialty Lending in Q4 2016 and has held it in 5 quarters since.
  • 139 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.