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Integrated Wealth Management (Palm Desert)’s Cardiff Oncology CRDF Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1
Closed – – 1254
2016
Q2 		$0 Sell
1
-3
-75% -$1.03K ﹤0.01% 1305
2016
Q1 		$1K Buy
4
+3
+300% +$1.02K ﹤0.01% 1078
2015
Q4 		$1K Hold
1
– – ﹤0.01% 1166
2015
Q3 		$1K Hold
1
– – ﹤0.01% 1181
2015
Q2 		$1K Buy
+1
New +$709 ﹤0.01% 1217

Other funds holding CRDF

BM
Bridger Management New York $150M AUM 17.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MWVC
Morgens Waterfall Vintiadis & Co New York $131M AUM 101.21% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CRDF Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Cardiff Oncology (CRDF) in Q3 2016, closing a stake of 1 share.

Integrated Wealth Management (Palm Desert) first reported a position in CRDF in Q2 2015 and held it in 5 quarters. The position peaked at $1K in Q1 2016. 66 funds tracked by Wall St. Rank hold CRDF as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Cardiff Oncology position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1 Cardiff Oncology share in Q3 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Cardiff Oncology in Q2 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s Cardiff Oncology position peaked at $1K in Q1 2016.
  • 66 funds tracked by Wall St. Rank held Cardiff Oncology as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.