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Stratos Wealth Partners’s Oshkosh OSK Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-434
Closed -$31K – 1980
2018
Q3 		$31K Buy
+434
New +$31.3K ﹤0.01% 1671
2018
Q2 		– Sell
-1,392
Closed -$108K – 2081
2018
Q1 		$108K Buy
1,392
+251
+22% +$21.4K ﹤0.01% 1156
2017
Q4 		$104K Buy
+1,141
New +$100K ﹤0.01% 1171

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stratos Wealth Partners's OSK Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Oshkosh (OSK) in Q4 2018, closing a stake of 434 shares — an estimated $31K sold.

Stratos Wealth Partners first reported a position in OSK in Q4 2017 and held it in 3 quarters. The position peaked at $108K in Q1 2018. 393 funds tracked by Wall St. Rank hold OSK as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Oshkosh position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 434 Oshkosh shares in Q4 2018, an estimated $31K.
  • Stratos Wealth Partners first reported a position in Oshkosh in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Oshkosh position peaked at $108K in Q1 2018.
  • 393 funds tracked by Wall St. Rank held Oshkosh as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.