Westside Investment Management’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Westside Investment Management’s Portfolio OAK Stock Details OAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$59	Buy	+1,210	New	+$59.9K	﹤0.01%	298
2018 Q4	$697K	Sell	17,525 -1,300	-7%	-$53.4K	0.26%	70
2018 Q3	$786K	Sell	18,825 -150	-0.8%	-$6.17K	0.25%	65
2018 Q2	$780K	Sell	18,975 -50	-0.3%	-$2.02K	0.27%	61
2018 Q1	$750K	Sell	19,025 -50	-0.3%	-$2.14K	0.41%	58
2017 Q4	$835K	Hold	19,075	–	–	0.45%	52
2017 Q3	$895K	Hold	19,075	–	–	0.54%	50
2017 Q2	$889K	Buy	19,075 +100	+0.5%	+$4.63K	0.58%	45
2017 Q1	$873K	Buy	18,975 +8,225	+77%	+$359K	0.42%	40
2016 Q4	$442K	Buy	+10,750	New	+$431K	0.3%	54

Other funds holding OAK

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Westside Investment Management's OAK Position: Q2 2019 in Review

Westside Investment Management opened a new position in OAKTREE CAPITAL GROUP, LLC (OAK) in Q2 2019: 1,210 shares worth $59. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in OAK as recently as Q4 2018.

Westside Investment Management first reported a position in OAK in Q4 2016 and has held it in 10 quarters since. The position peaked at $895K in Q3 2017. 184 funds tracked by Wall St. Rank hold OAK as of Q2 2019.

Westside Investment Management held 1,210 shares of OAKTREE CAPITAL GROUP, LLC worth $59 as of Q2 2019.
OAKTREE CAPITAL GROUP, LLC was a new Westside Investment Management position in Q2 2019.
OAKTREE CAPITAL GROUP, LLC made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2019, its #298 holding.
Westside Investment Management first reported a position in OAKTREE CAPITAL GROUP, LLC in Q4 2016 and has held it in 10 quarters since.
Westside Investment Management's OAKTREE CAPITAL GROUP, LLC position peaked at $895K in Q3 2017.
184 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q2 2019.

Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.