CFA
DVAX

Capstone Financial Advisors’s Dynavax Technologies DVAX Stock Holding History

Capstone Financial Advisors’s Portfolio DVAX Stock Details DVAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,650
Closed -$95K – 95
2014
Q3 		$95K Buy
6,650
+1,000
+18% +$14.4K 0.06% 62
2014
Q2 		$90K Buy
5,650
+1,500
+36% +$22.6K 0.06% 63
2014
Q1 		$75K Hold
4,150
– – 0.05% 57
2013
Q4 		$81K Buy
+4,150
New +$60.7K 0.05% 57

Other funds holding DVAX

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return

Capstone Financial Advisors's DVAX Position: Q4 2014 in Review

Capstone Financial Advisors sold out of Dynavax Technologies (DVAX) in Q4 2014, closing a stake of 6,650 shares — an estimated $95K sold.

Capstone Financial Advisors first reported a position in DVAX in Q4 2013 and held it in 4 quarters. The position peaked at $95K in Q3 2014. 84 funds tracked by Wall St. Rank hold DVAX as of Q4 2014.

  • Capstone Financial Advisors reported no remaining Dynavax Technologies position as of Q4 2014 after selling out during the quarter.
  • Capstone Financial Advisors sold 6,650 Dynavax Technologies shares in Q4 2014, an estimated $95K.
  • Capstone Financial Advisors first reported a position in Dynavax Technologies in Q4 2013 and held it in 4 quarters.
  • Capstone Financial Advisors's Dynavax Technologies position peaked at $95K in Q3 2014.
  • 84 funds tracked by Wall St. Rank held Dynavax Technologies as of Q4 2014.

Based on Capstone Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.