• PURCHASE, NY How do I update this listing?
OTA Financial Group is based out of Purchase. Their last reported 13F filing for Q1 2019 included $116,592,000 in managed 13F securities and a top 10 holdings concentration of 78.01%. OTA Financial Group's largest holding is Alphabet Inc. Class A with shares held of 33,106. Whalewisdom has at least 58 13F filings, and 4 13G filings The firm last filed a Form D notice of exempt offering of securities on 2009-06-25. The filing was for a pooled investment fund: other investment fund The notice included securities offered of Pooled Investment Fund Interests
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for OTA FINANCIAL GROUP L.P.
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15
|Performance for Q1 2019:||-4.06%|
|Performance Last 4 Quarters:||-12.17%|
|Stdev (5-yrs):||Subscription required||BETA (5-yrs):||Subscription required||ALPHA (3-yrs):||Subscription required|
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Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.
|Filing Date||Form Type||Industry Group||Securities Offered||Total Offering Amount||Total Amount Sold||Total Remaining|
|2009-06-25||D||POOLED INVESTMENT FUND: OTHER INVESTMENT FUND||Pooled Investment Fund Interests||INDEFINITE||25,909,258||INDEFINITE|
|No Other Issuers|
|IRA M. LEVENTHAL||subscription required||
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