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WFG Advisors’s Coherus Oncology CHRS Stock Holding History

WFG Advisors’s Portfolio CHRS Stock Details CHRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,800
Closed -$48K – 1569
2016
Q3 		$48K Hold
1,800
– – 0.01% 718
2016
Q2 		$30K Hold
1,800
– – 0.01% 825
2016
Q1 		$38K Buy
+1,800
New +$29.5K 0.01% 737

Other funds holding CHRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's CHRS Position: Q4 2016 in Review

WFG Advisors sold out of Coherus Oncology (CHRS) in Q4 2016, closing a stake of 1,800 shares — an estimated $48K sold.

WFG Advisors first reported a position in CHRS in Q1 2016 and held it in 3 quarters. The position peaked at $48K in Q3 2016. 122 funds tracked by Wall St. Rank hold CHRS as of Q4 2016.

  • WFG Advisors reported no remaining Coherus Oncology position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 1,800 Coherus Oncology shares in Q4 2016, an estimated $48K.
  • WFG Advisors first reported a position in Coherus Oncology in Q1 2016 and held it in 3 quarters.
  • WFG Advisors's Coherus Oncology position peaked at $48K in Q3 2016.
  • 122 funds tracked by Wall St. Rank held Coherus Oncology as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.