IWMPD
CLVS

Integrated Wealth Management (Palm Desert)’s Clovis Oncology, Inc. CLVS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CLVS Stock Details CLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-40
Closed -$1K – 1093
2016
Q3 		$1K Hold
40
– – ﹤0.01% 1206
2016
Q2 		$1K Hold
40
– – ﹤0.01% 1232
2016
Q1 		$1K Hold
40
– – ﹤0.01% 1154
2015
Q4 		$1K Hold
40
– – ﹤0.01% 1252
2015
Q3 		$4K Buy
+40
New +$3.46K ﹤0.01% 997

Other funds holding CLVS

PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CLVS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Clovis Oncology, Inc. (CLVS) in Q4 2016, closing a stake of 40 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CLVS in Q3 2015 and held it in 5 quarters. The position peaked at $4K in Q3 2015. 167 funds tracked by Wall St. Rank hold CLVS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Clovis Oncology, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 40 Clovis Oncology, Inc. shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Clovis Oncology, Inc. in Q3 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s Clovis Oncology, Inc. position peaked at $4K in Q3 2015.
  • 167 funds tracked by Wall St. Rank held Clovis Oncology, Inc. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.