GI
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Gradient Investments’s PDF Solutions PDFS Stock Holding History

Gradient Investments’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-26,101
Closed -$329K – 585
2014
Q3 		$329K Buy
26,101
+1,905
+8% +$37.8K 0.06% 145
2014
Q2 		$513K Buy
24,196
+4,134
+21% +$79K 0.1% 122
2014
Q1 		$365K Buy
20,062
+6,737
+51% +$149K 0.08% 141
2013
Q4 		$341K Buy
13,325
+5,580
+72% +$128K 0.09% 121
2013
Q3 		$164K Buy
+7,745
New +$159K 0.05% 137

Other funds holding PDFS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gradient Investments's PDFS Position: Q4 2014 in Review

Gradient Investments sold out of PDF Solutions (PDFS) in Q4 2014, closing a stake of 26,101 shares — an estimated $329K sold.

Gradient Investments first reported a position in PDFS in Q3 2013 and held it in 5 quarters. The position peaked at $513K in Q2 2014. 93 funds tracked by Wall St. Rank hold PDFS as of Q4 2014.

  • Gradient Investments reported no remaining PDF Solutions position as of Q4 2014 after selling out during the quarter.
  • Gradient Investments sold 26,101 PDF Solutions shares in Q4 2014, an estimated $329K.
  • Gradient Investments first reported a position in PDF Solutions in Q3 2013 and held it in 5 quarters.
  • Gradient Investments's PDF Solutions position peaked at $513K in Q2 2014.
  • 93 funds tracked by Wall St. Rank held PDF Solutions as of Q4 2014.

Based on Gradient Investments's 13F filing for Q4 2014, filed 15 Jan 2015.