Joel Isaacson & Co’s Cepheid Inc CPHD Stock Holding History

Joel Isaacson & Co’s Portfolio CPHD Stock Details CPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-150	Closed	-$8K	–	734
2016 Q3	$8K	Buy	+150	New	+$5.97K	﹤0.01%	571

Other funds holding CPHD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Joel Isaacson & Co's CPHD Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Cepheid Inc (CPHD) in Q4 2016, closing a stake of 150 shares — an estimated $8K sold.

Joel Isaacson & Co first reported a position in CPHD in Q3 2016 and held it in 1 quarter. The position peaked at $8K in Q3 2016. 1 fund tracked by Wall St. Rank holds CPHD as of Q4 2016.

Joel Isaacson & Co reported no remaining Cepheid Inc position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 150 Cepheid Inc shares in Q4 2016, an estimated $8K.
Joel Isaacson & Co first reported a position in Cepheid Inc in Q3 2016 and held it in 1 quarter.
Joel Isaacson & Co's Cepheid Inc position peaked at $8K in Q3 2016.
1 fund tracked by Wall St. Rank held Cepheid Inc as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.