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Focused Wealth Management’s Cardiff Oncology CRDF Stock Holding History

Focused Wealth Management’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-4
Closed -$2K – 631
2013
Q4 		$2K Hold
4
– – ﹤0.01% 552
2013
Q3 		$2K Buy
+4
New +$2.28K ﹤0.01% 516

Other funds holding CRDF

BM
Bridger Management New York $150M AUM 17.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $1.06B AUM 52.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return

Focused Wealth Management's CRDF Position: Q1 2014 in Review

Focused Wealth Management sold out of Cardiff Oncology (CRDF) in Q1 2014, closing a stake of 4 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in CRDF in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 22 funds tracked by Wall St. Rank hold CRDF as of Q1 2014.

  • Focused Wealth Management reported no remaining Cardiff Oncology position as of Q1 2014 after selling out during the quarter.
  • Focused Wealth Management sold 4 Cardiff Oncology shares in Q1 2014, an estimated $2K.
  • Focused Wealth Management first reported a position in Cardiff Oncology in Q3 2013 and held it in 2 quarters.
  • Focused Wealth Management's Cardiff Oncology position peaked at $2K in Q4 2013.
  • 22 funds tracked by Wall St. Rank held Cardiff Oncology as of Q1 2014.

Based on Focused Wealth Management's 13F filing for Q1 2014, filed 5 May 2014.