CFA
CERS icon

CT Financial Advisors’s Cerus CERS Stock Holding History

CT Financial Advisors’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$21.2K Hold
4,771
– – 0.01% 353
2016
Q4 		$20.8K Hold
4,771
– – 0.01% 348
2016
Q3 		$29.6K Buy
+4,771
New +$31.2K 0.02% 317

Other funds holding CERS

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CT Financial Advisors's CERS Position: Q1 2017 in Review

CT Financial Advisors held its Cerus (CERS) position steady in Q1 2017 at 4,771 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #353.

CT Financial Advisors first reported a position in CERS in Q3 2016 and has held it in 3 quarters since. The position peaked at $29.6K in Q3 2016. 117 funds tracked by Wall St. Rank hold CERS as of Q1 2017.

  • CT Financial Advisors held 4,771 shares of Cerus worth $21.2K as of Q1 2017.
  • CT Financial Advisors left its Cerus share count unchanged in Q1 2017.
  • Cerus made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #353 holding.
  • CT Financial Advisors first reported a position in Cerus in Q3 2016 and has held it in 3 quarters since.
  • CT Financial Advisors's Cerus position peaked at $29.6K in Q3 2016.
  • 117 funds tracked by Wall St. Rank held Cerus as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.