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Wealthcare Capital Management’s Oshkosh OSK Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-56
Closed -$3K – 726
2015
Q1 		$3K Buy
+56
New +$2.56K ﹤0.01% 767

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealthcare Capital Management's OSK Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Oshkosh (OSK) in Q2 2015, closing a stake of 56 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in OSK in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 254 funds tracked by Wall St. Rank hold OSK as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Oshkosh position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 56 Oshkosh shares in Q2 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Oshkosh in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Oshkosh position peaked at $3K in Q1 2015.
  • 254 funds tracked by Wall St. Rank held Oshkosh as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.