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	-2	Closed	-$5K	–	97
2015 Q2	$5K	Hold	2	–	–	﹤0.01%	95
2015 Q1	$5K	Hold	2	–	–	﹤0.01%	79
2014 Q4	$6K	Buy	+2	New	+$11.5K	﹤0.01%	82

Other funds holding OPTT

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 2 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. 12 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 2 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.
12 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.