MSFP
PVLA

Mark Sheptoff Financial Planning’s Palvella Therapeutics PVLA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-104
Closed -$46K – 369
2018
Q3 		$46K Buy
+104
New +$45.2K 0.03% 170

Other funds holding PVLA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return

Mark Sheptoff Financial Planning's PVLA Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Palvella Therapeutics (PVLA) in Q4 2018, closing a stake of 104 shares — an estimated $46K sold.

Mark Sheptoff Financial Planning first reported a position in PVLA in Q3 2018 and held it in 1 quarter. The position peaked at $46K in Q3 2018. 98 funds tracked by Wall St. Rank hold PVLA as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Palvella Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 104 Palvella Therapeutics shares in Q4 2018, an estimated $46K.
  • Mark Sheptoff Financial Planning first reported a position in Palvella Therapeutics in Q3 2018 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Palvella Therapeutics position peaked at $46K in Q3 2018.
  • 98 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.