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Stancorp Investment Advisers’s Oaktree Specialty Lending OCSL Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$20K Hold
900
– – 0.01% 375
2014
Q4 		$22K Buy
+900
New +$23.3K 0.01% 339

Other funds holding OCSL

DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stancorp Investment Advisers's OCSL Position: Q1 2015 in Review

Stancorp Investment Advisers held its Oaktree Specialty Lending (OCSL) position steady in Q1 2015 at 900 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #375.

Stancorp Investment Advisers first reported a position in OCSL in Q4 2014 and has held it in 2 quarters since. The position peaked at $22K in Q4 2014. 145 funds tracked by Wall St. Rank hold OCSL as of Q1 2015.

  • Stancorp Investment Advisers held 900 shares of Oaktree Specialty Lending worth $20K as of Q1 2015.
  • Stancorp Investment Advisers left its Oaktree Specialty Lending share count unchanged in Q1 2015.
  • Oaktree Specialty Lending made up 0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #375 holding.
  • Stancorp Investment Advisers first reported a position in Oaktree Specialty Lending in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Oaktree Specialty Lending position peaked at $22K in Q4 2014.
  • 145 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.