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LifePlan Financial Group’s Ocean Power Technologies OPTT Stock Holding History

LifePlan Financial Group’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-50
Closed -$5K – 97
2015
Q2 		$5K Hold
50
– – ﹤0.01% 95
2015
Q1 		$5K Hold
50
– – ﹤0.01% 79
2014
Q4 		$6K Buy
+50
New +$9.58K ﹤0.01% 82

Other funds holding OPTT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

LifePlan Financial Group's OPTT Position: Q3 2015 in Review

LifePlan Financial Group sold out of Ocean Power Technologies (OPTT) in Q3 2015, closing a stake of 50 shares — an estimated $5K sold.

LifePlan Financial Group first reported a position in OPTT in Q4 2014 and held it in 3 quarters. The position peaked at $6K in Q4 2014. 17 funds tracked by Wall St. Rank hold OPTT as of Q3 2015.

  • LifePlan Financial Group reported no remaining Ocean Power Technologies position as of Q3 2015 after selling out during the quarter.
  • LifePlan Financial Group sold 50 Ocean Power Technologies shares in Q3 2015, an estimated $5K.
  • LifePlan Financial Group first reported a position in Ocean Power Technologies in Q4 2014 and held it in 3 quarters.
  • LifePlan Financial Group's Ocean Power Technologies position peaked at $6K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q3 2015.

Based on LifePlan Financial Group's 13F filing for Q3 2015, filed 14 Oct 2015.