Lido Advisors
AEMD icon

Lido Advisors’s Aethlon Medical AEMD Stock Holding History

Lido Advisors’s Portfolio AEMD Stock Details AEMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1
Closed -$41K – 242
2016
Q4 		$41K Buy
+1
New +$56K 0.01% 220
2016
Q3 		– Sell
-1
Closed -$73K – 154
2016
Q2 		$73K Hold
1
– – 0.02% 155
2016
Q1 		$86K Buy
+1
New +$67.5K 0.03% 141

Other funds holding AEMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Lido Advisors's AEMD Position: Q1 2017 in Review

Lido Advisors sold out of Aethlon Medical (AEMD) in Q1 2017, closing a stake of 1 share — an estimated $41K sold.

Lido Advisors first reported a position in AEMD in Q1 2016 and held it in 3 quarters. The position peaked at $86K in Q1 2016. 7 funds tracked by Wall St. Rank hold AEMD as of Q1 2017.

  • Lido Advisors reported no remaining Aethlon Medical position as of Q1 2017 after selling out during the quarter.
  • Lido Advisors sold 1 Aethlon Medical share in Q1 2017, an estimated $41K.
  • Lido Advisors first reported a position in Aethlon Medical in Q1 2016 and held it in 3 quarters.
  • Lido Advisors's Aethlon Medical position peaked at $86K in Q1 2016.
  • 7 funds tracked by Wall St. Rank held Aethlon Medical as of Q1 2017.

Based on Lido Advisors's 13F filing for Q1 2017, filed 15 May 2017.