Wisconsin Capital Management’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Wisconsin Capital 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
2014 Q4	$771K	Buy	+14,880	New	+$719K	0.27%	76

Other funds holding OAK

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hawkins Capital Houston, Texas $55.4M AUM 239.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Wisconsin Capital Management's OAK Position: Q4 2014 in Review

Wisconsin Capital Management opened a new position in OAKTREE CAPITAL GROUP, LLC (OAK) in Q4 2014: 14,880 shares worth $771K. The stake represents 0.27% of the portfolio and ranks #76 among its holdings.

160 funds tracked by Wall St. Rank hold OAK as of Q4 2014.

Wisconsin Capital Management held 14,880 shares of OAKTREE CAPITAL GROUP, LLC worth $771K as of Q4 2014.
OAKTREE CAPITAL GROUP, LLC was a new Wisconsin Capital Management position in Q4 2014.
OAKTREE CAPITAL GROUP, LLC made up 0.27% of Wisconsin Capital Management's portfolio in Q4 2014, its #76 holding.
160 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.