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Mark Sheptoff Financial Planning’s PDS Biotechnology PDSB Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-470
Closed -$88K – 392
2017
Q4 		$88K Sell
470
-135
-22% -$27.2K 0.06% 146
2017
Q3 		$130K Sell
605
-115
-16% -$23.8K 0.09% 130
2017
Q2 		$148K Sell
720
-50
-6% -$9.85K 0.1% 122
2017
Q1 		$140K Sell
770
-25
-3% -$4.95K 0.1% 122
2016
Q4 		$199K Buy
795
+255
+47% +$57.9K 0.15% 99
2016
Q3 		$112K Hold
540
– – 0.08% 125
2016
Q2 		$109K Buy
540
+490
+980% +$86.6K 0.08% 122
2016
Q1 		$9K Buy
+50
New +$8.94K 0.01% 254

Other funds holding PDSB

SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's PDSB Position: Q1 2018 in Review

Mark Sheptoff Financial Planning sold out of PDS Biotechnology (PDSB) in Q1 2018, closing a stake of 470 shares — an estimated $88K sold.

Mark Sheptoff Financial Planning first reported a position in PDSB in Q1 2016 and held it in 8 quarters. The position peaked at $199K in Q4 2016. 60 funds tracked by Wall St. Rank hold PDSB as of Q1 2018.

  • Mark Sheptoff Financial Planning reported no remaining PDS Biotechnology position as of Q1 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 470 PDS Biotechnology shares in Q1 2018, an estimated $88K.
  • Mark Sheptoff Financial Planning first reported a position in PDS Biotechnology in Q1 2016 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's PDS Biotechnology position peaked at $199K in Q4 2016.
  • 60 funds tracked by Wall St. Rank held PDS Biotechnology as of Q1 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2018, filed 8 May 2018.