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ZWJ Investment Counsel’s Oshkosh OSK Stock Holding History

ZWJ Investment Counsel’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
2018
Q1 		– Sell
-2,538
Closed -$231K – 241
2017
Q4 		$231K Hold
2,538
– – 0.02% 267
2017
Q3 		$209K Sell
2,538
-1,416
-36% -$104K 0.02% 283
2017
Q2 		$272K Hold
3,954
– – 0.02% 248
2017
Q1 		$271K Buy
+3,954
New +$272K 0.02% 265

Other funds holding OSK

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

ZWJ Investment Counsel's OSK Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of Oshkosh (OSK) in Q1 2018, closing a stake of 2,538 shares — an estimated $231K sold.

ZWJ Investment Counsel first reported a position in OSK in Q1 2017 and held it in 4 quarters. The position peaked at $272K in Q2 2017. 378 funds tracked by Wall St. Rank hold OSK as of Q1 2018.

  • ZWJ Investment Counsel reported no remaining Oshkosh position as of Q1 2018 after selling out during the quarter.
  • ZWJ Investment Counsel sold 2,538 Oshkosh shares in Q1 2018, an estimated $231K.
  • ZWJ Investment Counsel first reported a position in Oshkosh in Q1 2017 and held it in 4 quarters.
  • ZWJ Investment Counsel's Oshkosh position peaked at $272K in Q2 2017.
  • 378 funds tracked by Wall St. Rank held Oshkosh as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.