SFA
KALV

Sequoia Financial Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

Sequoia Financial Advisors’s Portfolio KALV Stock Details KALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,071
Closed -$10K – 263
2016
Q2 		$10K Hold
1,071
– – ﹤0.01% 254
2016
Q1 		$10K Buy
+1,071
New +$19.2K ﹤0.01% 201

Other funds holding KALV

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FQ
First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sequoia Financial Advisors's KALV Position: Q3 2016 in Review

Sequoia Financial Advisors sold out of KalVista Pharmaceuticals (KALV) in Q3 2016, closing a stake of 1,071 shares — an estimated $10K sold.

Sequoia Financial Advisors first reported a position in KALV in Q1 2016 and held it in 2 quarters. The position peaked at $10K in Q2 2016. 21 funds tracked by Wall St. Rank hold KALV as of Q3 2016.

  • Sequoia Financial Advisors reported no remaining KalVista Pharmaceuticals position as of Q3 2016 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,071 KalVista Pharmaceuticals shares in Q3 2016, an estimated $10K.
  • Sequoia Financial Advisors first reported a position in KalVista Pharmaceuticals in Q1 2016 and held it in 2 quarters.
  • Sequoia Financial Advisors's KalVista Pharmaceuticals position peaked at $10K in Q2 2016.
  • 21 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q3 2016.

Based on Sequoia Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.