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Westside Investment Management’s Omega Healthcare OHI Stock Holding History

Westside Investment Management’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-912
Closed -$24.8K – 834
2017
Q4 		$24.8K Sell
912
-188
-17% -$5.43K 0.01% 367
2017
Q3 		$34.4K Buy
1,100
+200
+22% +$6.41K 0.02% 310
2017
Q2 		$29K Hold
900
– – 0.02% 329
2017
Q1 		$30.3K Hold
900
– – 0.01% 300
2016
Q4 		$28.7K Buy
+900
New +$27.8K 0.02% 237

Other funds holding OHI

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westside Investment Management's OHI Position: Q1 2018 in Review

Westside Investment Management sold out of Omega Healthcare (OHI) in Q1 2018, closing a stake of 912 shares — an estimated $24.8K sold.

Westside Investment Management first reported a position in OHI in Q4 2016 and held it in 5 quarters. The position peaked at $34.4K in Q3 2017. 416 funds tracked by Wall St. Rank hold OHI as of Q1 2018.

  • Westside Investment Management reported no remaining Omega Healthcare position as of Q1 2018 after selling out during the quarter.
  • Westside Investment Management sold 912 Omega Healthcare shares in Q1 2018, an estimated $24.8K.
  • Westside Investment Management first reported a position in Omega Healthcare in Q4 2016 and held it in 5 quarters.
  • Westside Investment Management's Omega Healthcare position peaked at $34.4K in Q3 2017.
  • 416 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2018.

Based on Westside Investment Management's 13F filing for Q1 2018, filed 16 Apr 2018.