FWM
KITE

Focused Wealth Management’s Kite Pharma, Inc. KITE Stock Holding History

Focused Wealth Management’s Portfolio KITE Stock Details KITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9
Closed -$1K – 761
2017
Q1 		$1K Sell
9
-140
-94% -$8.66K ﹤0.01% 674
2016
Q4 		$7K Buy
+149
New +$7.31K ﹤0.01% 519

Other funds holding KITE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Focused Wealth Management's KITE Position: Q2 2017 in Review

Focused Wealth Management sold out of Kite Pharma, Inc. (KITE) in Q2 2017, closing a stake of 9 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in KITE in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 220 funds tracked by Wall St. Rank hold KITE as of Q2 2017.

  • Focused Wealth Management reported no remaining Kite Pharma, Inc. position as of Q2 2017 after selling out during the quarter.
  • Focused Wealth Management sold 9 Kite Pharma, Inc. shares in Q2 2017, an estimated $1K.
  • Focused Wealth Management first reported a position in Kite Pharma, Inc. in Q4 2016 and held it in 2 quarters.
  • Focused Wealth Management's Kite Pharma, Inc. position peaked at $7K in Q4 2016.
  • 220 funds tracked by Wall St. Rank held Kite Pharma, Inc. as of Q2 2017.

Based on Focused Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.