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Advisor Group’s Ocean Power Technologies OPTT Stock Holding History

Advisor Group’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-100
Closed – – 5407
2019
Q3 		$0 Hold
100
– – ﹤0.01% 5383
2019
Q2 		$0 Sell
100
-44
-31% -$112 ﹤0.01% 5324
2019
Q1 		$1K Hold
144
– – ﹤0.01% 5101
2018
Q4 		$1K Hold
144
– – ﹤0.01% 4989
2018
Q3 		$2K Buy
+144
New +$2.12K ﹤0.01% 4871

Other funds holding OPTT

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Advisor Group's OPTT Position: Q4 2019 in Review

Advisor Group sold out of Ocean Power Technologies (OPTT) in Q4 2019, closing a stake of 100 shares.

Advisor Group first reported a position in OPTT in Q3 2018 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 11 funds tracked by Wall St. Rank hold OPTT as of Q4 2019.

  • Advisor Group reported no remaining Ocean Power Technologies position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 100 Ocean Power Technologies shares in Q4 2019.
  • Advisor Group first reported a position in Ocean Power Technologies in Q3 2018 and held it in 5 quarters.
  • Advisor Group's Ocean Power Technologies position peaked at $2K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.