SFA
CPHD

Sequoia Financial Advisors’s Cepheid Inc CPHD Stock Holding History

Sequoia 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
Q2 		– Sell
-3,549
Closed -$202K – 205
2015
Q1 		$202K Sell
3,549
-3,434
-49% -$193K 0.09% 174
2014
Q4 		$378K Hold
6,983
– – 0.26% 85
2014
Q3 		$307K Sell
6,983
-3,000
-30% -$127K 0.21% 109
2014
Q2 		$479K Buy
9,983
+460
+5% +$20.9K 0.36% 70
2014
Q1 		$491K Buy
9,523
+1,072
+13% +$54.5K 0.41% 72
2013
Q4 		$394K Buy
+8,451
New +$358K 0.33% 81

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 $62.3B AUM 26.25% 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 $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Sequoia Financial Advisors's CPHD Position: Q2 2015 in Review

Sequoia Financial Advisors sold out of Cepheid Inc (CPHD) in Q2 2015, closing a stake of 3,549 shares — an estimated $202K sold.

Sequoia Financial Advisors first reported a position in CPHD in Q4 2013 and held it in 6 quarters. The position peaked at $491K in Q1 2014. 243 funds tracked by Wall St. Rank hold CPHD as of Q2 2015.

  • Sequoia Financial Advisors reported no remaining Cepheid Inc position as of Q2 2015 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,549 Cepheid Inc shares in Q2 2015, an estimated $202K.
  • Sequoia Financial Advisors first reported a position in Cepheid Inc in Q4 2013 and held it in 6 quarters.
  • Sequoia Financial Advisors's Cepheid Inc position peaked at $491K in Q1 2014.
  • 243 funds tracked by Wall St. Rank held Cepheid Inc as of Q2 2015.

Based on Sequoia Financial Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.