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	–	226
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $117M AUM 28.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ECM

Element Capital Management New York $3.2B AUM 29.54% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WealthPLAN Partners's CRDF Position: Q2 2017 in Review

WealthPLAN Partners sold out of Cardiff Oncology (CRDF) in Q2 2017, closing a stake of 6 shares — an estimated $440 sold.

WealthPLAN Partners first reported a position in CRDF in Q1 2015 and held it in 5 quarters. The position peaked at $62K in Q1 2015. 48 funds tracked by Wall St. Rank hold CRDF as of Q2 2017.

WealthPLAN Partners reported no remaining Cardiff Oncology position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 6 Cardiff Oncology shares in Q2 2017, an estimated $440.
WealthPLAN Partners first reported a position in Cardiff Oncology in Q1 2015 and held it in 5 quarters.
WealthPLAN Partners's Cardiff Oncology position peaked at $62K in Q1 2015.
48 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.