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Paradigm Financial Advisors’s Exelixis EXEL Stock Holding History

Paradigm Financial Advisors’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,000
Closed -$4K – 116
2014
Q1 		$4K Hold
1,000
– – ﹤0.01% 234
2013
Q4 		$6K Buy
+1,000
New +$5.51K 0.01% 224

Other funds holding EXEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Paradigm Financial Advisors's EXEL Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Exelixis (EXEL) in Q2 2014, closing a stake of 1,000 shares — an estimated $4K sold.

Paradigm Financial Advisors first reported a position in EXEL in Q4 2013 and held it in 2 quarters. The position peaked at $6K in Q4 2013. 136 funds tracked by Wall St. Rank hold EXEL as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Exelixis position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 1,000 Exelixis shares in Q2 2014, an estimated $4K.
  • Paradigm Financial Advisors first reported a position in Exelixis in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Exelixis position peaked at $6K in Q4 2013.
  • 136 funds tracked by Wall St. Rank held Exelixis as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.