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Shufro Rose & Co’s Geron GERN Stock Holding History

Shufro Rose & Co’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,802
Closed -$40K – 264
2013
Q3 		$40K Sell
12,802
-19,573
-60% -$32.1K ﹤0.01% 246
2013
Q2 		$45K Buy
+32,375
New +$35.2K 0.01% 252

Other funds holding GERN

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Shufro Rose & Co's GERN Position: Q4 2013 in Review

Shufro Rose & Co sold out of Geron (GERN) in Q4 2013, closing a stake of 12,802 shares — an estimated $40K sold.

Shufro Rose & Co first reported a position in GERN in Q2 2013 and held it in 2 quarters. The position peaked at $45K in Q2 2013. 139 funds tracked by Wall St. Rank hold GERN as of Q4 2013.

  • Shufro Rose & Co reported no remaining Geron position as of Q4 2013 after selling out during the quarter.
  • Shufro Rose & Co sold 12,802 Geron shares in Q4 2013, an estimated $40K.
  • Shufro Rose & Co first reported a position in Geron in Q2 2013 and held it in 2 quarters.
  • Shufro Rose & Co's Geron position peaked at $45K in Q2 2013.
  • 139 funds tracked by Wall St. Rank held Geron as of Q4 2013.

Based on Shufro Rose & Co's 13F filing for Q4 2013, filed 4 Feb 2014.