WFG Advisors’s Oshkosh OSK Stock Holding History

WFG Advisors’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
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	1496
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	1422
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	1497
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	1488
2016 Q2	$0	Sell	10 -54	-84%	-$2.4K	﹤0.01%	1652
2016 Q1	$3K	Hold	64	–	–	﹤0.01%	1284
2015 Q4	$2K	Buy	64 +1	+2%	+$41	﹤0.01%	1379
2015 Q3	$2K	Hold	63	–	–	﹤0.01%	1425
2015 Q2	$3K	Hold	63	–	–	﹤0.01%	1428
2015 Q1	$3K	Hold	63	–	–	﹤0.01%	1483
2014 Q4	$3K	Hold	63	–	–	﹤0.01%	1789
2014 Q3	$3K	Buy	63 +1	+2%	+$50	﹤0.01%	1801
2014 Q2	$3K	Hold	62	–	–	﹤0.01%	1765
2014 Q1	$4K	Sell	62 -16	-21%	-$878	﹤0.01%	1680
2013 Q4	$4K	Buy	78 +10	+15%	+$498	﹤0.01%	1808
2013 Q3	$3K	Hold	68	–	–	﹤0.01%	1854
2013 Q2	$3K	Buy	+68	New	+$2.61K	﹤0.01%	1780

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WFG Advisors's OSK Position: Q2 2017 in Review

WFG Advisors held its Oshkosh (OSK) position steady in Q2 2017 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

WFG Advisors first reported a position in OSK in Q2 2013 and has held it in 17 quarters since. The position peaked at $4K in Q1 2014. 315 funds tracked by Wall St. Rank hold OSK as of Q2 2017.

WFG Advisors held 10 shares of Oshkosh worth $1K as of Q2 2017.
WFG Advisors left its Oshkosh share count unchanged in Q2 2017.
Oshkosh made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1496 holding.
WFG Advisors first reported a position in Oshkosh in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Oshkosh position peaked at $4K in Q1 2014.
315 funds tracked by Wall St. Rank held Oshkosh as of Q2 2017.

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