PWAG
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Polaris Wealth Advisory Group’s Cardiff Oncology CRDF Stock Holding History

Polaris Wealth Advisory Group’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-167
Closed -$4K – 287
2018
Q1 		$4K Buy
+167
New +$4.12K ﹤0.01% 414

Other funds holding CRDF

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Polaris Wealth Advisory Group's CRDF Position: Q2 2018 in Review

Polaris Wealth Advisory Group sold out of Cardiff Oncology (CRDF) in Q2 2018, closing a stake of 167 shares — an estimated $4K sold.

Polaris Wealth Advisory Group first reported a position in CRDF in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 29 funds tracked by Wall St. Rank hold CRDF as of Q2 2018.

  • Polaris Wealth Advisory Group reported no remaining Cardiff Oncology position as of Q2 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 167 Cardiff Oncology shares in Q2 2018, an estimated $4K.
  • Polaris Wealth Advisory Group first reported a position in Cardiff Oncology in Q1 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Cardiff Oncology position peaked at $4K in Q1 2018.
  • 29 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2018, filed 9 Jul 2018.