JWA
PDLI

JFS Wealth Advisors’s PDL BioPharma, Inc. PDLI Stock Holding History

JFS Wealth Advisors’s Portfolio PDLI Stock Details PDLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-250
Closed -$1K – 534
2016
Q2 		$1K Buy
+250
New +$834 ﹤0.01% 491

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Acadian Asset Management
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Mackenzie Financial
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BIT
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Northern Trust
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JFS Wealth Advisors's PDLI Position: Q3 2016 in Review

JFS Wealth Advisors sold out of PDL BioPharma, Inc. (PDLI) in Q3 2016, closing a stake of 250 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in PDLI in Q2 2016 and held it in 1 quarter. The position peaked at $1K in Q2 2016. 197 funds tracked by Wall St. Rank hold PDLI as of Q3 2016.

  • JFS Wealth Advisors reported no remaining PDL BioPharma, Inc. position as of Q3 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 250 PDL BioPharma, Inc. shares in Q3 2016, an estimated $1K.
  • JFS Wealth Advisors first reported a position in PDL BioPharma, Inc. in Q2 2016 and held it in 1 quarter.
  • JFS Wealth Advisors's PDL BioPharma, Inc. position peaked at $1K in Q2 2016.
  • 197 funds tracked by Wall St. Rank held PDL BioPharma, Inc. as of Q3 2016.

Based on JFS Wealth Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.