WA
OCSI

WFG Advisors’s Oaktree Strategic Income Corporation OCSI Stock Holding History

WFG Advisors’s Portfolio OCSI Stock Details OCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$236K Buy
28,906
+23,097
+398% +$182K 0.05% 332
2017
Q1 		$51K Buy
+5,809
New +$53.5K 0.01% 654

Other funds holding OCSI

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

WFG Advisors's OCSI Position: Q2 2017 in Review

WFG Advisors increased its Oaktree Strategic Income Corporation (OCSI) stake by 398% in Q2 2017, buying an estimated $182K and bringing the position to 28,906 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #332.

WFG Advisors first reported a position in OCSI in Q1 2017 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold OCSI as of Q2 2017.

  • WFG Advisors held 28,906 shares of Oaktree Strategic Income Corporation worth $236K as of Q2 2017.
  • WFG Advisors bought 23,097 Oaktree Strategic Income Corporation shares in Q2 2017, an estimated $182K.
  • Oaktree Strategic Income Corporation made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #332 holding.
  • WFG Advisors first reported a position in Oaktree Strategic Income Corporation in Q1 2017 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Oaktree Strategic Income Corporation as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.