Victory Capital Management
OCCI

Victory Capital Management’s OFS Credit Co OCCI Stock Holding History

Victory Capital Management’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-391
Closed -$6K – 3050
2019
Q3 		$6K Buy
+391
New +$6.02K ﹤0.01% 3414

Other funds holding OCCI

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Victory Capital Management's OCCI Position: Q4 2019 in Review

Victory Capital Management sold out of OFS Credit Co (OCCI) in Q4 2019, closing a stake of 391 shares — an estimated $6K sold.

Victory Capital Management first reported a position in OCCI in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 11 funds tracked by Wall St. Rank hold OCCI as of Q4 2019.

  • Victory Capital Management reported no remaining OFS Credit Co position as of Q4 2019 after selling out during the quarter.
  • Victory Capital Management sold 391 OFS Credit Co shares in Q4 2019, an estimated $6K.
  • Victory Capital Management first reported a position in OFS Credit Co in Q3 2019 and held it in 1 quarter.
  • Victory Capital Management's OFS Credit Co position peaked at $6K in Q3 2019.
  • 11 funds tracked by Wall St. Rank held OFS Credit Co as of Q4 2019.

Based on Victory Capital Management's 13F filing for Q4 2019, filed 4 Feb 2020.