Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CA
HEPA
CapWealth Advisors’s
Hepion Pharmaceuticals
HEPA
Stock Holding History
CapWealth Advisors’s Portfolio
HEPA Stock Details
HEPA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q4
–
Hold
0
–
–
–
162
2016
Q3
–
Hold
0
–
–
–
316
2016
Q2
–
Hold
0
–
–
–
295
2016
Q1
–
Hold
0
–
–
–
321
2015
Q4
–
Hold
0
–
–
–
276
2015
Q3
–
Hold
0
–
–
–
282
2015
Q2
–
Hold
0
–
–
–
276
2015
Q1
–
Hold
0
–
–
–
294
Other funds holding HEPA
TCIM
TIAA CREF Investment Management
New York
$141B AUM
14.18%
1-Year Est. Return
EI
EAM Investors
Solana Beach, California
$866M AUM
377.14%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
TA
Teachers Advisors
New York
$81.7B AUM
13.62%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
PFS
Prospera Financial Services
Dallas, Texas
$6.89B AUM
37.41%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close