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Shamrock Asset Management’s Aethlon Medical AEMD Stock Holding History

Shamrock Asset Management’s Portfolio AEMD Stock Details AEMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1
Closed -$50K – 232
2018
Q4 		$50K Hold
1
– – 0.08% 100
2018
Q3 		$35K Hold
1
– – 0.02% 165
2018
Q2 		$38K Hold
1
– – 0.02% 162
2018
Q1 		$39K Buy
+1
New +$88.4K 0.02% 170

Other funds holding AEMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Shamrock Asset Management's AEMD Position: Q1 2019 in Review

Shamrock Asset Management sold out of Aethlon Medical (AEMD) in Q1 2019, closing a stake of 1 share — an estimated $50K sold.

Shamrock Asset Management first reported a position in AEMD in Q1 2018 and held it in 4 quarters. The position peaked at $50K in Q4 2018. 6 funds tracked by Wall St. Rank hold AEMD as of Q1 2019.

  • Shamrock Asset Management reported no remaining Aethlon Medical position as of Q1 2019 after selling out during the quarter.
  • Shamrock Asset Management sold 1 Aethlon Medical share in Q1 2019, an estimated $50K.
  • Shamrock Asset Management first reported a position in Aethlon Medical in Q1 2018 and held it in 4 quarters.
  • Shamrock Asset Management's Aethlon Medical position peaked at $50K in Q4 2018.
  • 6 funds tracked by Wall St. Rank held Aethlon Medical as of Q1 2019.

Based on Shamrock Asset Management's 13F filing for Q1 2019, filed 1 May 2019.