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WealthPLAN Partners’s Cerus CERS Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$18.6K Sell
3,000
-3,000
-50% -$19.6K 0.01% 498
2016
Q2 		$18.7K Buy
+6,000
New +$35.7K ﹤0.01% 1442
2015
Q4 		$19K Buy
+9,000
New +$47.9K ﹤0.01% 944
2015
Q2 		$16K Hold
3,000
– – 0.01% 273
2015
Q1 		$13K Buy
+3,000
New +$15.4K 0.01% 356

Other funds holding CERS

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

WealthPLAN Partners's CERS Position: Q3 2016 in Review

WealthPLAN Partners reduced its Cerus (CERS) stake by 50% in Q3 2016, selling an estimated $19.6K and leaving 3,000 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #498.

WealthPLAN Partners first reported a position in CERS in Q1 2015 and has held it in 5 quarters since. The position peaked at $19K in Q4 2015. 134 funds tracked by Wall St. Rank hold CERS as of Q3 2016.

  • WealthPLAN Partners held 3,000 shares of Cerus worth $18.6K as of Q3 2016.
  • WealthPLAN Partners sold 3,000 Cerus shares in Q3 2016, an estimated $19.6K.
  • Cerus made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #498 holding.
  • WealthPLAN Partners first reported a position in Cerus in Q1 2015 and has held it in 5 quarters since.
  • WealthPLAN Partners's Cerus position peaked at $19K in Q4 2015.
  • 134 funds tracked by Wall St. Rank held Cerus as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.