PMFA
CPHD

Plante Moran Financial Advisors’s Cepheid Inc CPHD Stock Holding History

Plante Moran Financial Advisors’s Portfolio CPHD Stock Details CPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-95
Closed -$5K – 836
2014
Q4 		$5K Hold
95
– – ﹤0.01% 677
2014
Q3 		$4K Hold
95
– – ﹤0.01% 711
2014
Q2 		$5K Hold
95
– – ﹤0.01% 680
2014
Q1 		$5K Hold
95
– – 0.01% 484
2013
Q4 		$4K Hold
95
– – ﹤0.01% 578
2013
Q3 		$4K Hold
95
– – ﹤0.01% 508
2013
Q2 		$3K Buy
+95
New +$3.48K ﹤0.01% 518

Other funds holding CPHD

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Plante Moran Financial Advisors's CPHD Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of Cepheid Inc (CPHD) in Q1 2015, closing a stake of 95 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in CPHD in Q2 2013 and held it in 7 quarters. The position peaked at $5K in Q4 2014. 215 funds tracked by Wall St. Rank hold CPHD as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining Cepheid Inc position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 95 Cepheid Inc shares in Q1 2015, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Cepheid Inc in Q2 2013 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Cepheid Inc position peaked at $5K in Q4 2014.
  • 215 funds tracked by Wall St. Rank held Cepheid Inc as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.