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Trellus Management Company’s Oshkosh OSK Stock Holding History

Trellus Management Company’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
Q1 		– Sell
-4,400
Closed -$214K – 98
2014
Q4 		$214K Buy
+4,400
New +$200K 0.31% 74

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American Century Companies
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CWAM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
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Ninety One (UK)
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Trellus Management Company's OSK Position: Q1 2015 in Review

Trellus Management Company sold out of Oshkosh (OSK) in Q1 2015, closing a stake of 4,400 shares — an estimated $214K sold.

Trellus Management Company first reported a position in OSK in Q4 2014 and held it in 1 quarter. The position peaked at $214K in Q4 2014. 247 funds tracked by Wall St. Rank hold OSK as of Q1 2015.

  • Trellus Management Company reported no remaining Oshkosh position as of Q1 2015 after selling out during the quarter.
  • Trellus Management Company sold 4,400 Oshkosh shares in Q1 2015, an estimated $214K.
  • Trellus Management Company first reported a position in Oshkosh in Q4 2014 and held it in 1 quarter.
  • Trellus Management Company's Oshkosh position peaked at $214K in Q4 2014.
  • 247 funds tracked by Wall St. Rank held Oshkosh as of Q1 2015.

Based on Trellus Management Company's 13F filing for Q1 2015, filed 1 Jun 2015.