USA Financial Formulas’s Oshkosh OSK Stock Holding History

USA Financial Formulas’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
2017 Q1	–	Sell	-5,652	Closed	-$365K	–	309
2016 Q4	$365K	Buy	+5,652	New	+$350K	0.09%	183

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

USA Financial Formulas's OSK Position: Q1 2017 in Review

USA Financial Formulas sold out of Oshkosh (OSK) in Q1 2017, closing a stake of 5,652 shares — an estimated $365K sold.

USA Financial Formulas first reported a position in OSK in Q4 2016 and held it in 1 quarter. The position peaked at $365K in Q4 2016. 339 funds tracked by Wall St. Rank hold OSK as of Q1 2017.

USA Financial Formulas reported no remaining Oshkosh position as of Q1 2017 after selling out during the quarter.
USA Financial Formulas sold 5,652 Oshkosh shares in Q1 2017, an estimated $365K.
USA Financial Formulas first reported a position in Oshkosh in Q4 2016 and held it in 1 quarter.
USA Financial Formulas's Oshkosh position peaked at $365K in Q4 2016.
339 funds tracked by Wall St. Rank held Oshkosh as of Q1 2017.

Based on USA Financial Formulas's 13F filing for Q1 2017, filed 15 May 2017.