KFS
CRDC

KMS Financial Services’s CARDICA INC COM NEW (DE) CRDC Stock Holding History

KMS Financial Services’s Portfolio CRDC Stock Details CRDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$21K Hold
1,999
– – ﹤0.01% 540
2014
Q2 		$23K Buy
+1,999
New +$20.3K ﹤0.01% 544

Other funds holding CRDC

BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KMS Financial Services's CRDC Position: Q3 2014 in Review

KMS Financial Services held its CARDICA INC COM NEW (DE) (CRDC) position steady in Q3 2014 at 1,999 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

KMS Financial Services first reported a position in CRDC in Q2 2014 and has held it in 2 quarters since. The position peaked at $23K in Q2 2014. 45 funds tracked by Wall St. Rank hold CRDC as of Q3 2014.

  • KMS Financial Services held 1,999 shares of CARDICA INC COM NEW (DE) worth $21K as of Q3 2014.
  • KMS Financial Services left its CARDICA INC COM NEW (DE) share count unchanged in Q3 2014.
  • CARDICA INC COM NEW (DE) made up ﹤0.01% of KMS Financial Services's portfolio in Q3 2014, its #540 holding.
  • KMS Financial Services first reported a position in CARDICA INC COM NEW (DE) in Q2 2014 and has held it in 2 quarters since.
  • KMS Financial Services's CARDICA INC COM NEW (DE) position peaked at $23K in Q2 2014.
  • 45 funds tracked by Wall St. Rank held CARDICA INC COM NEW (DE) as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.