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Endurance Wealth Management’s Geron GERN Stock Holding History

Endurance Wealth Management’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
2015
Q4 		– Sell
-400
Closed -$1K – 525
2015
Q3 		$1K Hold
400
– – ﹤0.01% 496
2015
Q2 		$2K Buy
+400
New +$1.58K ﹤0.01% 492

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Endurance Wealth Management's GERN Position: Q4 2015 in Review

Endurance Wealth Management sold out of Geron (GERN) in Q4 2015, closing a stake of 400 shares — an estimated $1K sold.

Endurance Wealth Management first reported a position in GERN in Q2 2015 and held it in 2 quarters. The position peaked at $2K in Q2 2015. 133 funds tracked by Wall St. Rank hold GERN as of Q4 2015.

  • Endurance Wealth Management reported no remaining Geron position as of Q4 2015 after selling out during the quarter.
  • Endurance Wealth Management sold 400 Geron shares in Q4 2015, an estimated $1K.
  • Endurance Wealth Management first reported a position in Geron in Q2 2015 and held it in 2 quarters.
  • Endurance Wealth Management's Geron position peaked at $2K in Q2 2015.
  • 133 funds tracked by Wall St. Rank held Geron as of Q4 2015.

Based on Endurance Wealth Management's 13F filing for Q4 2015, filed 27 Jan 2016.