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WealthPLAN Partners’s Cardiff Oncology CRDF Stock Holding History

WealthPLAN Partners’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6
Closed -$440 – 227
2017
Q1 		$440 Buy
+6
New +$815 ﹤0.01% 448
2016
Q3 		$38.3K Buy
116
+3
+3% +$1.09K 0.01% 382
2016
Q2 		$36.9K Buy
+113
New +$38.9K ﹤0.01% 1064
2015
Q4 		$41.3K Buy
+106
New +$41.5K 0.01% 678
2015
Q2 		– Sell
-127
Closed -$62K – 441
2015
Q1 		$62K Buy
+127
New +$54.2K 0.03% 218

Other funds holding CRDF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
ECM
Element Capital Management New York $255M AUM 5.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return