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LBA Wealth Management’s Cardiff Oncology CRDF Stock Holding History

LBA Wealth Management’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$2K Buy
+28
New +$3.8K ﹤0.01% 401
2016
Q4 		– Sell
-69
Closed -$22K – 453
2016
Q3 		$22K Hold
69
– – 0.01% 255
2016
Q2 		$23K Hold
69
– – 0.01% 244
2016
Q1 		$23K Buy
+69
New +$23.5K 0.01% 240

Other funds holding CRDF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LBA Wealth Management's CRDF Position: Q1 2017 in Review

LBA Wealth Management opened a new position in Cardiff Oncology (CRDF) in Q1 2017: 28 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: LBA Wealth Management previously reported a position in CRDF as recently as Q3 2016.

LBA Wealth Management first reported a position in CRDF in Q1 2016 and has held it in 4 quarters since. The position peaked at $23K in Q2 2016. 62 funds tracked by Wall St. Rank hold CRDF as of Q1 2017.

  • LBA Wealth Management held 28 shares of Cardiff Oncology worth $2K as of Q1 2017.
  • Cardiff Oncology was a new LBA Wealth Management position in Q1 2017.
  • Cardiff Oncology made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #401 holding.
  • LBA Wealth Management first reported a position in Cardiff Oncology in Q1 2016 and has held it in 4 quarters since.
  • LBA Wealth Management's Cardiff Oncology position peaked at $23K in Q2 2016.
  • 62 funds tracked by Wall St. Rank held Cardiff Oncology as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.