JIC
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Joel Isaacson & Co’s Lisata Therapeutics LSTA Stock Holding History

Joel Isaacson & Co’s Portfolio LSTA Stock Details LSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11
Closed – – 372
2016
Q4 		$0 Hold
11
– – ﹤0.01% 679
2016
Q3 		$1K Hold
11
– – ﹤0.01% 698
2016
Q2 		$1K Hold
11
– – ﹤0.01% 703
2016
Q1 		$1K Hold
11
– – ﹤0.01% 755
2015
Q4 		$2K Hold
11
– – ﹤0.01% 689
2015
Q3 		$2K Hold
11
– – ﹤0.01% 678
2015
Q2 		$3K Hold
11
– – ﹤0.01% 688
2015
Q1 		$4K Hold
11
– – ﹤0.01% 622
2014
Q4 		$6K Sell
11
-20
-65% -$13.6K ﹤0.01% 534
2014
Q3 		$25K Buy
31
+20
+182% +$17.5K 0.01% 387
2014
Q2 		$10K Hold
11
– – ﹤0.01% 470
2014
Q1 		$11K Hold
11
– – ﹤0.01% 464
2013
Q4 		$11K Buy
+11
New +$10.9K ﹤0.01% 421

Other funds holding LSTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Joel Isaacson & Co's LSTA Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Lisata Therapeutics (LSTA) in Q1 2017, closing a stake of 11 shares.

Joel Isaacson & Co first reported a position in LSTA in Q4 2013 and held it in 13 quarters. The position peaked at $25K in Q3 2014. 24 funds tracked by Wall St. Rank hold LSTA as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Lisata Therapeutics position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 11 Lisata Therapeutics shares in Q1 2017.
  • Joel Isaacson & Co first reported a position in Lisata Therapeutics in Q4 2013 and held it in 13 quarters.
  • Joel Isaacson & Co's Lisata Therapeutics position peaked at $25K in Q3 2014.
  • 24 funds tracked by Wall St. Rank held Lisata Therapeutics as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.