IFAM
PTE

Institutional & Family Asset Management’s PolarityTE, Inc. Common Stock PTE Stock Holding History

Institutional & Family Asset Management’s Portfolio PTE Stock Details PTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4
Closed -$2K – 899
2018
Q3 		$2K Sell
4
-24
-86% -$13.8K ﹤0.01% 770
2018
Q2 		$16K Buy
28
+12
+75% +$7.13K ﹤0.01% 467
2018
Q1 		$7K Buy
+16
New +$8.09K ﹤0.01% 565

Other funds holding PTE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DP
DSAM Partners London, United Kingdom $176M AUM 83.78% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 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 $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's PTE Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of PolarityTE, Inc. Common Stock (PTE) in Q4 2018, closing a stake of 4 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in PTE in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 78 funds tracked by Wall St. Rank hold PTE as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining PolarityTE, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4 PolarityTE, Inc. Common Stock shares in Q4 2018, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in PolarityTE, Inc. Common Stock in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's PolarityTE, Inc. Common Stock position peaked at $16K in Q2 2018.
  • 78 funds tracked by Wall St. Rank held PolarityTE, Inc. Common Stock as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.