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WealthTrust-Arizona’s Cumberland Pharmaceuticals CPIX Stock Holding History

WealthTrust-Arizona’s Portfolio CPIX Stock Details CPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,448
Closed -$32K – 628
2014
Q3 		$32K Hold
6,448
– – 0.04% 213
2014
Q2 		$29K Hold
6,448
– – 0.03% 233
2014
Q1 		$29K Sell
6,448
-1,042
-14% -$4.96K 0.03% 234
2013
Q4 		$38K Sell
7,490
-1,230
-14% -$6K 0.04% 173
2013
Q3 		$40K Hold
8,720
– – 0.05% 156
2013
Q2 		$45K Buy
+8,720
New +$43.4K 0.06% 143

Other funds holding CPIX

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

WealthTrust-Arizona's CPIX Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Cumberland Pharmaceuticals (CPIX) in Q4 2014, closing a stake of 6,448 shares — an estimated $32K sold.

WealthTrust-Arizona first reported a position in CPIX in Q2 2013 and held it in 6 quarters. The position peaked at $45K in Q2 2013. 45 funds tracked by Wall St. Rank hold CPIX as of Q4 2014.

  • WealthTrust-Arizona reported no remaining Cumberland Pharmaceuticals position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 6,448 Cumberland Pharmaceuticals shares in Q4 2014, an estimated $32K.
  • WealthTrust-Arizona first reported a position in Cumberland Pharmaceuticals in Q2 2013 and held it in 6 quarters.
  • WealthTrust-Arizona's Cumberland Pharmaceuticals position peaked at $45K in Q2 2013.
  • 45 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.