RIA
OCSI

Regal Investment Advisors’s Oaktree Strategic Income Corporation OCSI Stock Holding History

Regal Investment Advisors’s Portfolio OCSI Stock Details OCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,200
Closed -$10K – 953
2015
Q3 		$10K Buy
1,200
+250
+26% +$2.25K ﹤0.01% 703
2015
Q2 		$8K Hold
950
– – ﹤0.01% 689
2015
Q1 		$10K Buy
+950
New +$10.2K ﹤0.01% 698

Other funds holding OCSI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
TCM
TAM Capital Management Stamford, Connecticut $205M AUM 28.94% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Regal Investment Advisors's OCSI Position: Q4 2015 in Review

Regal Investment Advisors sold out of Oaktree Strategic Income Corporation (OCSI) in Q4 2015, closing a stake of 1,200 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in OCSI in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q3 2015. 43 funds tracked by Wall St. Rank hold OCSI as of Q4 2015.

  • Regal Investment Advisors reported no remaining Oaktree Strategic Income Corporation position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,200 Oaktree Strategic Income Corporation shares in Q4 2015, an estimated $10K.
  • Regal Investment Advisors first reported a position in Oaktree Strategic Income Corporation in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Oaktree Strategic Income Corporation position peaked at $10K in Q3 2015.
  • 43 funds tracked by Wall St. Rank held Oaktree Strategic Income Corporation as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.