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Creative Financial Designs’s Ocular Therapeutix OCUL Stock Holding History

Creative Financial Designs’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
2017
Q4 		– Sell
-1,500
Closed -$9K – 756
2017
Q3 		$9K Hold
1,500
– – 0.01% 427
2017
Q2 		$14K Buy
+1,500
New +$14.5K 0.01% 374

Other funds holding OCUL

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SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Financial Designs's OCUL Position: Q4 2017 in Review

Creative Financial Designs sold out of Ocular Therapeutix (OCUL) in Q4 2017, closing a stake of 1,500 shares — an estimated $9K sold.

Creative Financial Designs first reported a position in OCUL in Q2 2017 and held it in 2 quarters. The position peaked at $14K in Q2 2017. 69 funds tracked by Wall St. Rank hold OCUL as of Q4 2017.

  • Creative Financial Designs reported no remaining Ocular Therapeutix position as of Q4 2017 after selling out during the quarter.
  • Creative Financial Designs sold 1,500 Ocular Therapeutix shares in Q4 2017, an estimated $9K.
  • Creative Financial Designs first reported a position in Ocular Therapeutix in Q2 2017 and held it in 2 quarters.
  • Creative Financial Designs's Ocular Therapeutix position peaked at $14K in Q2 2017.
  • 69 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q4 2017.

Based on Creative Financial Designs's 13F filing for Q4 2017, filed 2 May 2018.