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Smith Hayes Advisers’s Oshkosh OSK Stock Holding History

Smith Hayes Advisers’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
2015
Q3 		– Sell
-5,256
Closed -$223K – 313
2015
Q2 		$223K Buy
5,256
+293
+6% +$14.7K 0.04% 290
2015
Q1 		$242K Buy
+4,963
New +$227K 0.05% 280

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Smith Hayes Advisers's OSK Position: Q3 2015 in Review

Smith Hayes Advisers sold out of Oshkosh (OSK) in Q3 2015, closing a stake of 5,256 shares — an estimated $223K sold.

Smith Hayes Advisers first reported a position in OSK in Q1 2015 and held it in 2 quarters. The position peaked at $242K in Q1 2015. 239 funds tracked by Wall St. Rank hold OSK as of Q3 2015.

  • Smith Hayes Advisers reported no remaining Oshkosh position as of Q3 2015 after selling out during the quarter.
  • Smith Hayes Advisers sold 5,256 Oshkosh shares in Q3 2015, an estimated $223K.
  • Smith Hayes Advisers first reported a position in Oshkosh in Q1 2015 and held it in 2 quarters.
  • Smith Hayes Advisers's Oshkosh position peaked at $242K in Q1 2015.
  • 239 funds tracked by Wall St. Rank held Oshkosh as of Q3 2015.

Based on Smith Hayes Advisers's 13F filing for Q3 2015, filed 13 Nov 2015.