CAGAS
OTIV

Capital Advisory Group Advisory Services’s OTI On Track Innovations Ltd OTIV Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio OTIV Stock Details OTIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15,000
Closed -$15K – 387
2018
Q1 		$15K Buy
+15,000
New +$17.2K 0.01% 207

Other funds holding OTIV

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EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Capital Advisory Group Advisory Services's OTIV Position: Q2 2018 in Review

Capital Advisory Group Advisory Services sold out of OTI On Track Innovations Ltd (OTIV) in Q2 2018, closing a stake of 15,000 shares — an estimated $15K sold.

Capital Advisory Group Advisory Services first reported a position in OTIV in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 23 funds tracked by Wall St. Rank hold OTIV as of Q2 2018.

  • Capital Advisory Group Advisory Services reported no remaining OTI On Track Innovations Ltd position as of Q2 2018 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 15,000 OTI On Track Innovations Ltd shares in Q2 2018, an estimated $15K.
  • Capital Advisory Group Advisory Services first reported a position in OTI On Track Innovations Ltd in Q1 2018 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's OTI On Track Innovations Ltd position peaked at $15K in Q1 2018.
  • 23 funds tracked by Wall St. Rank held OTI On Track Innovations Ltd as of Q2 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2018, filed 28 May 2020.