FWM
PVLA

Frontier Wealth Management’s Palvella Therapeutics PVLA Stock Holding History

Frontier Wealth Management’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-313
Closed -$46K – 418
2016
Q3 		$46K Sell
313
-750
-71% -$99.7K 0.01% 360
2016
Q2 		$137K Buy
+1,063
New +$163K 0.02% 305

Other funds holding PVLA

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
LOAMU
Lombard Odier Asset Management (USA) New York $957M AUM 35.8% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Frontier Wealth Management's PVLA Position: Q4 2016 in Review

Frontier Wealth Management sold out of Palvella Therapeutics (PVLA) in Q4 2016, closing a stake of 313 shares — an estimated $46K sold.

Frontier Wealth Management first reported a position in PVLA in Q2 2016 and held it in 2 quarters. The position peaked at $137K in Q2 2016. 24 funds tracked by Wall St. Rank hold PVLA as of Q4 2016.

  • Frontier Wealth Management reported no remaining Palvella Therapeutics position as of Q4 2016 after selling out during the quarter.
  • Frontier Wealth Management sold 313 Palvella Therapeutics shares in Q4 2016, an estimated $46K.
  • Frontier Wealth Management first reported a position in Palvella Therapeutics in Q2 2016 and held it in 2 quarters.
  • Frontier Wealth Management's Palvella Therapeutics position peaked at $137K in Q2 2016.
  • 24 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q4 2016.

Based on Frontier Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.