MFS
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MSI Financial Services’s Ocean Power Technologies OPTT Stock Holding History

MSI Financial Services’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
2016
Q4 		$0 Hold
2
– – ﹤0.01% 3952
2016
Q3 		$0 Hold
2
– – ﹤0.01% 3978
2016
Q2 		$0 Sell
2
-3
-60% -$141 ﹤0.01% 4040
2016
Q1 		$0 Hold
5
– – ﹤0.01% 4052
2015
Q4 		$0 Buy
+5
New +$275 ﹤0.01% 3935
2015
Q3 		– Hold
0
– – – 3309
2015
Q2 		– Hold
0
– – – 3201

Other funds holding OPTT

OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AL
Airain Ltd St. Peter Port, Guernsey $2.26B AUM 12.43% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MSI Financial Services's OPTT Position: Q4 2016 in Review

MSI Financial Services held its Ocean Power Technologies (OPTT) position steady in Q4 2016 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3952.

MSI Financial Services first reported a position in OPTT in Q4 2015 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold OPTT as of Q4 2016.

  • MSI Financial Services held 2 shares of Ocean Power Technologies worth $0 as of Q4 2016.
  • MSI Financial Services left its Ocean Power Technologies share count unchanged in Q4 2016.
  • Ocean Power Technologies made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3952 holding.
  • MSI Financial Services first reported a position in Ocean Power Technologies in Q4 2015 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.