FHC
PALI icon

First Heartland Consultants’s Palisade Bio PALI Stock Holding History

First Heartland Consultants’s Portfolio PALI Stock Details PALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Hold
0
– -$3K – 345
2016
Q4 		– Hold
0
– – – 322
2016
Q3 		– Hold
0
– – – 322
2016
Q2 		– Hold
0
– – – 303
2016
Q1 		– Hold
0
– – – 270
2015
Q4 		– Hold
0
– – – 270
2015
Q3 		– Hold
0
– – – 258
2015
Q2 		– Hold
0
– – – 261
2015
Q1 		– Hold
0
– – – 253
2014
Q4 		– Hold
0
– – – 247
2014
Q3 		– Hold
0
– – – 247
2014
Q2 		– Hold
0
– – – 249
2014
Q1 		– Hold
0
– – – 243

Other funds holding PALI

SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $241M AUM 112.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return