CT Financial Advisors’s Geron GERN Stock Holding History

CT Financial Advisors’s Portfolio GERN Stock Details GERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$856	Hold	377	–	–	﹤0.01%	592
2016 Q4	$780	Hold	377	–	–	﹤0.01%	593
2016 Q3	$852	Sell	377 -400	-51%	-$1.04K	﹤0.01%	586
2016 Q2	$2.08K	Hold	777	–	–	﹤0.01%	558
2016 Q1	$2.27K	Hold	777	–	–	﹤0.01%	557
2015 Q4	$3.76K	Hold	777	–	–	﹤0.01%	535
2015 Q3	$2.15K	Hold	777	–	–	﹤0.01%	576
2015 Q2	$3.33K	Sell	777 -275	-26%	-$1.09K	﹤0.01%	550
2015 Q1	$3.97K	Hold	1,052	–	–	﹤0.01%	537
2014 Q4	$3.42K	Buy	+1,052	New	+$2.91K	﹤0.01%	450
2014 Q1	$3.97K	Buy	+1,113	New	+$4.44K	﹤0.01%	537

Other funds holding GERN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

CT Financial Advisors held its Geron (GERN) position steady in Q1 2017 at 377 shares worth $856. The position accounts for ﹤0.01% of the portfolio, ranked #592.

CT Financial Advisors first reported a position in GERN in Q1 2014 and has held it in 11 quarters since. The position peaked at $3.97K in Q1 2015. 108 funds tracked by Wall St. Rank hold GERN as of Q1 2017.

CT Financial Advisors held 377 shares of Geron worth $856 as of Q1 2017.
CT Financial Advisors left its Geron share count unchanged in Q1 2017.
Geron made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #592 holding.
CT Financial Advisors first reported a position in Geron in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Geron position peaked at $3.97K in Q1 2015.
108 funds tracked by Wall St. Rank held Geron as of Q1 2017.

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