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R&F Capital Advisors’s Oshkosh OSK Stock Holding History

R&F Capital Advisors’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
2017
Q1 		$297K Sell
4,334
-4,291
-50% -$295K 0.08% 409
2016
Q4 		$557K Buy
+8,625
New +$534K 0.2% 155

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

R&F Capital Advisors's OSK Position: Q1 2017 in Review

R&F Capital Advisors reduced its Oshkosh (OSK) stake by 50% in Q1 2017, selling an estimated $295K and leaving 4,334 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #409.

R&F Capital Advisors first reported a position in OSK in Q4 2016 and has held it in 2 quarters since. The position peaked at $557K in Q4 2016. 339 funds tracked by Wall St. Rank hold OSK as of Q1 2017.

  • R&F Capital Advisors held 4,334 shares of Oshkosh worth $297K as of Q1 2017.
  • R&F Capital Advisors sold 4,291 Oshkosh shares in Q1 2017, an estimated $295K.
  • Oshkosh made up 0.08% of R&F Capital Advisors's portfolio in Q1 2017, its #409 holding.
  • R&F Capital Advisors first reported a position in Oshkosh in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's Oshkosh position peaked at $557K in Q4 2016.
  • 339 funds tracked by Wall St. Rank held Oshkosh as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.