WCM
CPHD

Wealthcare Capital Management’s Cepheid Inc CPHD Stock Holding History

Wealthcare Capital Management’s Portfolio CPHD Stock Details CPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-35
Closed -$2K – 423
2015
Q2 		$2K Sell
35
-174
-83% -$9.92K ﹤0.01% 343
2015
Q1 		$12K Buy
+209
New +$11.8K ﹤0.01% 476

Other funds holding CPHD

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthcare Capital Management's CPHD Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Cepheid Inc (CPHD) in Q3 2015, closing a stake of 35 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in CPHD in Q1 2015 and held it in 2 quarters. The position peaked at $12K in Q1 2015. 234 funds tracked by Wall St. Rank hold CPHD as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Cepheid Inc position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 35 Cepheid Inc shares in Q3 2015, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Cepheid Inc in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Cepheid Inc position peaked at $12K in Q1 2015.
  • 234 funds tracked by Wall St. Rank held Cepheid Inc as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.