NPC
OTIV

National Planning Corporation’s OTI On Track Innovations Ltd OTIV Stock Holding History

National Planning Corporation’s Portfolio OTIV Stock Details OTIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,500
Closed -$8.14K – 2316
2014
Q4 		$8.14K Buy
+4,500
New +$9.15K ﹤0.01% 2126

Other funds holding OTIV

HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Planning Corporation's OTIV Position: Q1 2015 in Review

National Planning Corporation sold out of OTI On Track Innovations Ltd (OTIV) in Q1 2015, closing a stake of 4,500 shares — an estimated $8.14K sold.

National Planning Corporation first reported a position in OTIV in Q4 2014 and held it in 1 quarter. The position peaked at $8.14K in Q4 2014. 21 funds tracked by Wall St. Rank hold OTIV as of Q1 2015.

  • National Planning Corporation reported no remaining OTI On Track Innovations Ltd position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 4,500 OTI On Track Innovations Ltd shares in Q1 2015, an estimated $8.14K.
  • National Planning Corporation first reported a position in OTI On Track Innovations Ltd in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's OTI On Track Innovations Ltd position peaked at $8.14K in Q4 2014.
  • 21 funds tracked by Wall St. Rank held OTI On Track Innovations Ltd as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.