Crow Point Partners’s Okta OKTA Stock Holding History

Crow Point Partners’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-9,560	Closed	-$277K	–	276
2017 Q3	$277K	Buy	+9,560	New	+$242K	0.04%	136

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Crow Point Partners's OKTA Position: Q4 2017 in Review

Crow Point Partners sold out of Okta (OKTA) in Q4 2017, closing a stake of 9,560 shares — an estimated $277K sold.

Crow Point Partners first reported a position in OKTA in Q3 2017 and held it in 1 quarter. The position peaked at $277K in Q3 2017. 152 funds tracked by Wall St. Rank hold OKTA as of Q4 2017.

Crow Point Partners reported no remaining Okta position as of Q4 2017 after selling out during the quarter.
Crow Point Partners sold 9,560 Okta shares in Q4 2017, an estimated $277K.
Crow Point Partners first reported a position in Okta in Q3 2017 and held it in 1 quarter.
Crow Point Partners's Okta position peaked at $277K in Q3 2017.
152 funds tracked by Wall St. Rank held Okta as of Q4 2017.

Based on Crow Point Partners's 13F filing for Q4 2017, filed 10 Jan 2018.