CIAS
OCUL icon

Capital Investment Advisory Services’s Ocular Therapeutix OCUL Stock Holding History

Capital Investment Advisory Services’s Portfolio OCUL Stock Details OCUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,000
Closed -$3K – 1031
2019
Q3 		$3K Hold
1,000
– – ﹤0.01% 1221
2019
Q2 		$4K Buy
+1,000
New +$3.7K ﹤0.01% 1180

Other funds holding OCUL

OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Investment Advisory Services's OCUL Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Ocular Therapeutix (OCUL) in Q4 2019, closing a stake of 1,000 shares — an estimated $3K sold.

Capital Investment Advisory Services first reported a position in OCUL in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 79 funds tracked by Wall St. Rank hold OCUL as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Ocular Therapeutix position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,000 Ocular Therapeutix shares in Q4 2019, an estimated $3K.
  • Capital Investment Advisory Services first reported a position in Ocular Therapeutix in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's Ocular Therapeutix position peaked at $4K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.