KF
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Krilogy Financial’s CareDx CDNA Stock Holding History

Krilogy Financial’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$3K – 217
2018
Q3 		$3K Buy
+100
New +$1.87K ﹤0.01% 668

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Vanguard Group
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Lord, Abbett & Co
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GS
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ICM
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Krilogy Financial's CDNA Position: Q4 2018 in Review

Krilogy Financial sold out of CareDx (CDNA) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Krilogy Financial first reported a position in CDNA in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 148 funds tracked by Wall St. Rank hold CDNA as of Q4 2018.

  • Krilogy Financial reported no remaining CareDx position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 100 CareDx shares in Q4 2018, an estimated $3K.
  • Krilogy Financial first reported a position in CareDx in Q3 2018 and held it in 1 quarter.
  • Krilogy Financial's CareDx position peaked at $3K in Q3 2018.
  • 148 funds tracked by Wall St. Rank held CareDx as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.