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Frontier Wealth Management’s Capricor Therapeutics CAPR Stock Holding History

Frontier Wealth Management’s Portfolio CAPR Stock Details CAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,700
Closed -$142K – 354
2017
Q3 		$142K Hold
4,700
– – 0.02% 375
2017
Q2 		$39K Hold
4,700
– – 0.01% 383
2017
Q1 		$159K Hold
4,700
– – 0.02% 374
2016
Q4 		$125K Hold
4,700
– – 0.02% 377
2016
Q3 		$152K Buy
+4,700
New +$177K 0.02% 341

Other funds holding CAPR

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GPCM
Granite Point Capital Management Boston, Massachusetts $4.9M AUM 38.41% 1-Year Est. Return

Frontier Wealth Management's CAPR Position: Q4 2017 in Review

Frontier Wealth Management sold out of Capricor Therapeutics (CAPR) in Q4 2017, closing a stake of 4,700 shares — an estimated $142K sold.

Frontier Wealth Management first reported a position in CAPR in Q3 2016 and held it in 5 quarters. The position peaked at $159K in Q1 2017. 22 funds tracked by Wall St. Rank hold CAPR as of Q4 2017.

  • Frontier Wealth Management reported no remaining Capricor Therapeutics position as of Q4 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 4,700 Capricor Therapeutics shares in Q4 2017, an estimated $142K.
  • Frontier Wealth Management first reported a position in Capricor Therapeutics in Q3 2016 and held it in 5 quarters.
  • Frontier Wealth Management's Capricor Therapeutics position peaked at $159K in Q1 2017.
  • 22 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.