FPFS
CBIO

First Personal Financial Services’s Crescent Biopharma CBIO Stock Holding History

First Personal Financial Services’s Portfolio CBIO Stock Details CBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10
Closed -$16K – 769
2018
Q1 		$16K Sell
10
-4
-29% -$8.32K ﹤0.01% 672
2017
Q4 		$24K Sell
14
-5
-26% -$6.61K ﹤0.01% 617
2017
Q3 		$26K Hold
19
– – 0.01% 536
2017
Q2 		$21K Hold
19
– – ﹤0.01% 573
2017
Q1 		$10K Hold
19
– – ﹤0.01% 705
2016
Q4 		$12K Buy
+19
New +$11.9K ﹤0.01% 670

Other funds holding CBIO

NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Personal Financial Services's CBIO Position: Q2 2018 in Review

First Personal Financial Services sold out of Crescent Biopharma (CBIO) in Q2 2018, closing a stake of 10 shares — an estimated $16K sold.

First Personal Financial Services first reported a position in CBIO in Q4 2016 and held it in 6 quarters. The position peaked at $26K in Q3 2017. 84 funds tracked by Wall St. Rank hold CBIO as of Q2 2018.

  • First Personal Financial Services reported no remaining Crescent Biopharma position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 10 Crescent Biopharma shares in Q2 2018, an estimated $16K.
  • First Personal Financial Services first reported a position in Crescent Biopharma in Q4 2016 and held it in 6 quarters.
  • First Personal Financial Services's Crescent Biopharma position peaked at $26K in Q3 2017.
  • 84 funds tracked by Wall St. Rank held Crescent Biopharma as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.