WCM
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Wedge Capital Management’s OFS Capital OFS Stock Holding History

Wedge Capital Management’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-61,933
Closed -$719K – 585
2019
Q3 		$719K Hold
61,933
– – 0.01% 360
2019
Q2 		$743K Sell
61,933
-13,631
-18% -$168K 0.01% 383
2019
Q1 		$888K Buy
75,564
+12,427
+20% +$144K 0.01% 374
2018
Q4 		$669K Buy
63,137
+583
+0.9% +$6.49K 0.01% 386
2018
Q3 		$744K Buy
+62,554
New +$749K 0.01% 417

Other funds holding OFS

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wedge Capital Management's OFS Position: Q4 2019 in Review

Wedge Capital Management sold out of OFS Capital (OFS) in Q4 2019, closing a stake of 61,933 shares — an estimated $719K sold.

Wedge Capital Management first reported a position in OFS in Q3 2018 and held it in 5 quarters. The position peaked at $888K in Q1 2019. 32 funds tracked by Wall St. Rank hold OFS as of Q4 2019.

  • Wedge Capital Management reported no remaining OFS Capital position as of Q4 2019 after selling out during the quarter.
  • Wedge Capital Management sold 61,933 OFS Capital shares in Q4 2019, an estimated $719K.
  • Wedge Capital Management first reported a position in OFS Capital in Q3 2018 and held it in 5 quarters.
  • Wedge Capital Management's OFS Capital position peaked at $888K in Q1 2019.
  • 32 funds tracked by Wall St. Rank held OFS Capital as of Q4 2019.

Based on Wedge Capital Management's 13F filing for Q4 2019, filed 15 Jan 2020.