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Next Financial Group’s Ocular Therapeutix OCUL Stock Holding History

Next Financial Group’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
-39,200
Closed -$363K – 1903
2017
Q2 		$363K Sell
39,200
-9,003
-19% -$87.1K 0.09% 238
2017
Q1 		$480K Buy
+48,203
New +$401K 0.13% 171
2014
Q4 		– Sell
-700
Closed -$10K – 2207
2014
Q3 		$10K Buy
+700
New +$10.3K ﹤0.01% 1760

Other funds holding OCUL

VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
Jennison Associates
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's OCUL Position: Q3 2017 in Review

Next Financial Group sold out of Ocular Therapeutix (OCUL) in Q3 2017, closing a stake of 39,200 shares — an estimated $363K sold.

Next Financial Group first reported a position in OCUL in Q3 2014 and held it in 3 quarters. The position peaked at $480K in Q1 2017. 73 funds tracked by Wall St. Rank hold OCUL as of Q3 2017.

  • Next Financial Group reported no remaining Ocular Therapeutix position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 39,200 Ocular Therapeutix shares in Q3 2017, an estimated $363K.
  • Next Financial Group first reported a position in Ocular Therapeutix in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's Ocular Therapeutix position peaked at $480K in Q1 2017.
  • 73 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.