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WealthPLAN Partners’s OSI Systems OSIS Stock Holding History

WealthPLAN Partners’s Portfolio OSIS Stock Details OSIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$8.88K Buy
+300
New +$26.3K ﹤0.01% 1187
2015
Q2 		$7K Hold
100
– – ﹤0.01% 329
2015
Q1 		$7K Buy
+100
New +$7.17K ﹤0.01% 406

Other funds holding OSIS

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WealthPLAN Partners's OSIS Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in OSI Systems (OSIS) in Q4 2015: 300 shares worth $8.88K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in OSIS as recently as Q2 2015.

WealthPLAN Partners first reported a position in OSIS in Q1 2015 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold OSIS as of Q4 2015.

  • WealthPLAN Partners held 300 shares of OSI Systems worth $8.88K as of Q4 2015.
  • OSI Systems was a new WealthPLAN Partners position in Q4 2015.
  • OSI Systems made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1187 holding.
  • WealthPLAN Partners first reported a position in OSI Systems in Q1 2015 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held OSI Systems as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.