VWM
ELI

Valley Wealth Managers’s ELITE PHARMACEUTICAL ELI Stock Holding History

Valley Wealth Managers’s Portfolio ELI Stock Details ELI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-7,500
Closed -$1K – 273
2016
Q3 		$1K Hold
7,500
– – ﹤0.01% 203
2016
Q2 		$2K Buy
+7,500
New +$2K ﹤0.01% 201

Other funds holding ELI

GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Valley Wealth Managers's ELI Position: Q4 2016 in Review

Valley Wealth Managers sold out of ELITE PHARMACEUTICAL (ELI) in Q4 2016, closing a stake of 7,500 shares — an estimated $1K sold.

Valley Wealth Managers first reported a position in ELI in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 3 funds tracked by Wall St. Rank hold ELI as of Q4 2016.

  • Valley Wealth Managers reported no remaining ELITE PHARMACEUTICAL position as of Q4 2016 after selling out during the quarter.
  • Valley Wealth Managers sold 7,500 ELITE PHARMACEUTICAL shares in Q4 2016, an estimated $1K.
  • Valley Wealth Managers first reported a position in ELITE PHARMACEUTICAL in Q2 2016 and held it in 2 quarters.
  • Valley Wealth Managers's ELITE PHARMACEUTICAL position peaked at $2K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held ELITE PHARMACEUTICAL as of Q4 2016.

Based on Valley Wealth Managers's 13F filing for Q4 2016, filed 13 Feb 2017.