Stelac Advisory Services’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,175
Closed -$215K 117
2019
Q3
$215K Buy
4,175
+201
+5% +$10.3K 0.15% 62
2019
Q2
$197K Sell
3,974
-199
-5% -$9.85K 0.15% 58
2019
Q1
$166K Hold
4,173
0.08% 65
2018
Q4
$166K Hold
4,173
0.08% 61
2018
Q3
$173K Buy
4,173
+1,280
+44% +$52.6K 0.05% 88
2018
Q2
$118K Buy
+2,893
New +$117K 0.03% 123
2018
Q1
Sell
-2,395
Closed -$101K 130
2017
Q4
$101K Hold
2,395
0.04% 68
2017
Q3
$113K Buy
+2,395
New +$112K 0.03% 77

Stelac Advisory Services's OAK Position: Q4 2019 in Review

Stelac Advisory Services sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q4 2019, closing a stake of 4,175 shares — an estimated $215K sold.

Stelac Advisory Services first reported a position in OAK in Q3 2017 and held it in 8 quarters. The position peaked at $215K in Q3 2019. 0 funds tracked by Wall St. Rank hold OAK as of Q4 2019.

  • Stelac Advisory Services reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q4 2019 after selling out during the quarter.
  • Stelac Advisory Services sold 4,175 OAKTREE CAPITAL GROUP, LLC shares in Q4 2019, an estimated $215K.
  • Stelac Advisory Services first reported a position in OAKTREE CAPITAL GROUP, LLC in Q3 2017 and held it in 8 quarters.
  • Stelac Advisory Services's OAKTREE CAPITAL GROUP, LLC position peaked at $215K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q4 2019.

Based on Stelac Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.