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United Capital Financial Advisors’s Cerus CERS Stock Holding History

United Capital Financial Advisors’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,000
Closed -$56K – 1344
2019
Q2 		$56K Hold
10,000
– – ﹤0.01% 1427
2019
Q1 		$62K Buy
+10,000
New +$60.7K ﹤0.01% 1325

Other funds holding CERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

United Capital Financial Advisors's CERS Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Cerus (CERS) in Q3 2019, closing a stake of 10,000 shares — an estimated $56K sold.

United Capital Financial Advisors first reported a position in CERS in Q1 2019 and held it in 2 quarters. The position peaked at $62K in Q1 2019. 123 funds tracked by Wall St. Rank hold CERS as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Cerus position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,000 Cerus shares in Q3 2019, an estimated $56K.
  • United Capital Financial Advisors first reported a position in Cerus in Q1 2019 and held it in 2 quarters.
  • United Capital Financial Advisors's Cerus position peaked at $62K in Q1 2019.
  • 123 funds tracked by Wall St. Rank held Cerus as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.