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JP Morgan Private Wealth Advisors’s Ocugen OCGN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OCGN Stock Details OCGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-808
Closed -$111K – 1300
2016
Q1 		$111K Buy
808
+613
+314% +$97.1K ﹤0.01% 1132
2015
Q4 		$41K Hold
195
– – ﹤0.01% 1098
2015
Q3 		$46K Hold
195
– – ﹤0.01% 1027
2015
Q2 		$75K Buy
+195
New +$93.9K ﹤0.01% 1026

Other funds holding OCGN

TS
Third Security Radford, Virginia $241M AUM 45.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CD
Carl Domino West Palm Beach, Florida $82M AUM 19.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OCGN Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of Ocugen (OCGN) in Q2 2016, closing a stake of 808 shares — an estimated $111K sold.

JP Morgan Private Wealth Advisors first reported a position in OCGN in Q2 2015 and held it in 4 quarters. The position peaked at $111K in Q1 2016. 16 funds tracked by Wall St. Rank hold OCGN as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Ocugen position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 808 Ocugen shares in Q2 2016, an estimated $111K.
  • JP Morgan Private Wealth Advisors first reported a position in Ocugen in Q2 2015 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Ocugen position peaked at $111K in Q1 2016.
  • 16 funds tracked by Wall St. Rank held Ocugen as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.