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WealthTrust-Arizona’s Oshkosh OSK Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$12K Buy
189
+99
+110% +$6.34K 0.01% 352
2018
Q3 		$6K Sell
90
-31
-26% -$2.23K ﹤0.01% 481
2018
Q2 		$9K Sell
121
-108
-47% -$8.07K ﹤0.01% 415
2018
Q1 		$18K Buy
229
+107
+88% +$9.12K 0.01% 297
2017
Q4 		$11K Buy
+122
New +$10.7K 0.01% 387
2014
Q3 		– Sell
-42
Closed -$2K – 652
2014
Q2 		$2K Hold
42
– – ﹤0.01% 560
2014
Q1 		$2K Hold
42
– – ﹤0.01% 581
2013
Q4 		$2K Sell
42
-6
-13% -$299 ﹤0.01% 567
2013
Q3 		$2K Buy
48
+12
+33% +$534 ﹤0.01% 557
2013
Q2 		$1K Buy
+36
New +$1.38K ﹤0.01% 599

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WealthTrust-Arizona's OSK Position: Q4 2018 in Review

WealthTrust-Arizona increased its Oshkosh (OSK) stake by 110% in Q4 2018, buying an estimated $6.34K and bringing the position to 189 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #352.

WealthTrust-Arizona first reported a position in OSK in Q2 2013 and has held it in 10 quarters since. The position peaked at $18K in Q1 2018. 393 funds tracked by Wall St. Rank hold OSK as of Q4 2018.

  • WealthTrust-Arizona held 189 shares of Oshkosh worth $12K as of Q4 2018.
  • WealthTrust-Arizona bought 99 Oshkosh shares in Q4 2018, an estimated $6.34K.
  • Oshkosh made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #352 holding.
  • WealthTrust-Arizona first reported a position in Oshkosh in Q2 2013 and has held it in 10 quarters since.
  • WealthTrust-Arizona's Oshkosh position peaked at $18K in Q1 2018.
  • 393 funds tracked by Wall St. Rank held Oshkosh as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.