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Wealthfront’s Oshkosh OSK Stock Holding History

Wealthfront’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
Q4 		– Sell
-142
Closed -$5K – 818
2015
Q3 		$5K Sell
142
-16
-10% -$625 ﹤0.01% 1108
2015
Q2 		$7K Sell
158
-123
-44% -$6.17K ﹤0.01% 959
2015
Q1 		$14K Buy
281
+280
+28,000% +$12.8K ﹤0.01% 585
2014
Q4 		$0 Buy
+1
New +$45 ﹤0.01% 895

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Wealthfront's OSK Position: Q4 2015 in Review

Wealthfront sold out of Oshkosh (OSK) in Q4 2015, closing a stake of 142 shares — an estimated $5K sold.

Wealthfront first reported a position in OSK in Q4 2014 and held it in 4 quarters. The position peaked at $14K in Q1 2015. 229 funds tracked by Wall St. Rank hold OSK as of Q4 2015.

  • Wealthfront reported no remaining Oshkosh position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 142 Oshkosh shares in Q4 2015, an estimated $5K.
  • Wealthfront first reported a position in Oshkosh in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Oshkosh position peaked at $14K in Q1 2015.
  • 229 funds tracked by Wall St. Rank held Oshkosh as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.