JP Morgan Private Wealth Advisors’s Ocular Therapeutix OCUL Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	–	Sell	-336,320	Closed	-$3.12M	–	1268
2017 Q2	$3.12M	Buy	+336,320	New	+$3.26M	0.02%	379
2016 Q4	–	Sell	-336,320	Closed	-$2.31M	–	1282
2016 Q3	$2.31M	Buy	336,320 +80,275	+31%	+$489K	0.02%	408
2016 Q2	$1.27M	Buy	+256,045	New	+$2.54M	0.01%	538

Other funds holding OCUL

VVM

Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OCUL Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of Ocular Therapeutix (OCUL) in Q3 2017, closing a stake of 336,320 shares — an estimated $3.12M sold.

JP Morgan Private Wealth Advisors first reported a position in OCUL in Q2 2016 and held it in 3 quarters. The position peaked at $3.12M in Q2 2017. 73 funds tracked by Wall St. Rank hold OCUL as of Q3 2017.

JP Morgan Private Wealth Advisors reported no remaining Ocular Therapeutix position as of Q3 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 336,320 Ocular Therapeutix shares in Q3 2017, an estimated $3.12M.
JP Morgan Private Wealth Advisors first reported a position in Ocular Therapeutix in Q2 2016 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's Ocular Therapeutix position peaked at $3.12M in Q2 2017.
73 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.