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WealthSource Partners’s Vivani Medical VANI Stock Holding History

WealthSource Partners’s Portfolio VANI Stock Details VANI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-417
Closed -$19K – 337
2017
Q4 		$19K Hold
417
– – 0.01% 305
2017
Q3 		$12K Hold
417
– – ﹤0.01% 294
2017
Q2 		$13K Buy
+417
New +$11.8K ﹤0.01% 282

Other funds holding VANI

VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

WealthSource Partners's VANI Position: Q1 2018 in Review

WealthSource Partners sold out of Vivani Medical (VANI) in Q1 2018, closing a stake of 417 shares — an estimated $19K sold.

WealthSource Partners first reported a position in VANI in Q2 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 39 funds tracked by Wall St. Rank hold VANI as of Q1 2018.

  • WealthSource Partners reported no remaining Vivani Medical position as of Q1 2018 after selling out during the quarter.
  • WealthSource Partners sold 417 Vivani Medical shares in Q1 2018, an estimated $19K.
  • WealthSource Partners first reported a position in Vivani Medical in Q2 2017 and held it in 3 quarters.
  • WealthSource Partners's Vivani Medical position peaked at $19K in Q4 2017.
  • 39 funds tracked by Wall St. Rank held Vivani Medical as of Q1 2018.

Based on WealthSource Partners's 13F filing for Q1 2018, filed 16 Apr 2018.