GA
OTIV

Geller Advisors’s OTI On Track Innovations Ltd OTIV Stock Holding History

Geller Advisors’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
Q1 		– Sell
-550,048
Closed -$748K – 38
2017
Q4 		$748K Sell
550,048
-349,162
-39% -$454K 0.38% 11
2017
Q3 		$1.23M Buy
+899,210
New +$1.19M 0.6% 8

Other funds holding OTIV

SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 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
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return

Geller Advisors's OTIV Position: Q1 2018 in Review

Geller Advisors sold out of OTI On Track Innovations Ltd (OTIV) in Q1 2018, closing a stake of 550,048 shares — an estimated $748K sold.

Geller Advisors first reported a position in OTIV in Q3 2017 and held it in 2 quarters. The position peaked at $1.23M in Q3 2017. 25 funds tracked by Wall St. Rank hold OTIV as of Q1 2018.

  • Geller Advisors reported no remaining OTI On Track Innovations Ltd position as of Q1 2018 after selling out during the quarter.
  • Geller Advisors sold 550,048 OTI On Track Innovations Ltd shares in Q1 2018, an estimated $748K.
  • Geller Advisors first reported a position in OTI On Track Innovations Ltd in Q3 2017 and held it in 2 quarters.
  • Geller Advisors's OTI On Track Innovations Ltd position peaked at $1.23M in Q3 2017.
  • 25 funds tracked by Wall St. Rank held OTI On Track Innovations Ltd as of Q1 2018.

Based on Geller Advisors's 13F filing for Q1 2018, filed 15 May 2018.