WP
OCAT

WealthPLAN Partners’s OCATA THERAPEUTICS, INC. COMMON STOCK OCAT Stock Holding History

WealthPLAN Partners’s Portfolio OCAT Stock Details OCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$842 Buy
+100
New +$669 ﹤0.01% 1561
2015
Q2 		– Sell
-100
Closed -$1K – 547
2015
Q1 		$1K Buy
+100
New +$640 ﹤0.01% 528

Other funds holding OCAT

AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's OCAT Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in OCATA THERAPEUTICS, INC. COMMON STOCK (OCAT) in Q4 2015: 100 shares worth $842. The stake represents ﹤0.01% of the portfolio and ranks #1561 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in OCAT as recently as Q1 2015.

WealthPLAN Partners first reported a position in OCAT in Q1 2015 and has held it in 2 quarters since. The position peaked at $1K in Q1 2015. 77 funds tracked by Wall St. Rank hold OCAT as of Q4 2015.

  • WealthPLAN Partners held 100 shares of OCATA THERAPEUTICS, INC. COMMON STOCK worth $842 as of Q4 2015.
  • OCATA THERAPEUTICS, INC. COMMON STOCK was a new WealthPLAN Partners position in Q4 2015.
  • OCATA THERAPEUTICS, INC. COMMON STOCK made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1561 holding.
  • WealthPLAN Partners first reported a position in OCATA THERAPEUTICS, INC. COMMON STOCK in Q1 2015 and has held it in 2 quarters since.
  • WealthPLAN Partners's OCATA THERAPEUTICS, INC. COMMON STOCK position peaked at $1K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held OCATA THERAPEUTICS, INC. COMMON STOCK as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.