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Shepherd Kaplan Krochuk’s Arrowhead Research ARWR Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio ARWR Stock Details ARWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,036
Closed -$141K – 585
2013
Q4 		$141K Sell
13,036
-20,143
-61% -$161K 0.02% 466
2013
Q3 		$189K Buy
+33,179
New +$127K 0.03% 445

Other funds holding ARWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return

Shepherd Kaplan Krochuk's ARWR Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Arrowhead Research (ARWR) in Q1 2014, closing a stake of 13,036 shares — an estimated $141K sold.

Shepherd Kaplan Krochuk first reported a position in ARWR in Q3 2013 and held it in 2 quarters. The position peaked at $189K in Q3 2013. 102 funds tracked by Wall St. Rank hold ARWR as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining Arrowhead Research position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 13,036 Arrowhead Research shares in Q1 2014, an estimated $141K.
  • Shepherd Kaplan Krochuk first reported a position in Arrowhead Research in Q3 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Arrowhead Research position peaked at $189K in Q3 2013.
  • 102 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.