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Realta Investment Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-333
Closed -$5K – 1034
2019
Q4 		$5K Sell
333
-177
-35% -$2.79K ﹤0.01% 1343
2019
Q3 		$8K Hold
510
– – ﹤0.01% 1186
2019
Q2 		$8K Hold
510
– – ﹤0.01% 1215
2019
Q1 		$8K Buy
+510
New +$7.6K ﹤0.01% 966

Other funds holding OCSL

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Realta Investment Advisors's OCSL Position: Q1 2020 in Review

Realta Investment Advisors sold out of Oaktree Specialty Lending (OCSL) in Q1 2020, closing a stake of 333 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in OCSL in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2019. 131 funds tracked by Wall St. Rank hold OCSL as of Q1 2020.

  • Realta Investment Advisors reported no remaining Oaktree Specialty Lending position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 333 Oaktree Specialty Lending shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in Oaktree Specialty Lending in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Oaktree Specialty Lending position peaked at $8K in Q3 2019.
  • 131 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.