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Crestwood Advisors Group’s Ocular Therapeutix OCUL Stock Holding History

Crestwood Advisors Group’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
Q2 		– Sell
-2,900
Closed -$26K – 353
2017
Q1 		$26K Buy
+2,900
New +$24.2K ﹤0.01% 344

Other funds holding OCUL

VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crestwood Advisors Group's OCUL Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Ocular Therapeutix (OCUL) in Q2 2017, closing a stake of 2,900 shares — an estimated $26K sold.

Crestwood Advisors Group first reported a position in OCUL in Q1 2017 and held it in 1 quarter. The position peaked at $26K in Q1 2017. 72 funds tracked by Wall St. Rank hold OCUL as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Ocular Therapeutix position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,900 Ocular Therapeutix shares in Q2 2017, an estimated $26K.
  • Crestwood Advisors Group first reported a position in Ocular Therapeutix in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Ocular Therapeutix position peaked at $26K in Q1 2017.
  • 72 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.