Windsor Financial Group’s Cardiff Oncology CRDF Stock Holding History

Windsor Financial Group’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	$79K	Hold	868	–	–	0.04%	76
2017 Q1	$72K	Hold	868	–	–	0.03%	76
2016 Q4	$131K	Hold	868	–	–	0.06%	75
2016 Q3	$281K	Hold	868	–	–	0.13%	65
2016 Q2	$283K	Hold	868	–	–	0.13%	65
2016 Q1	$291K	Hold	868	–	–	0.13%	65
2015 Q4	$338K	Hold	868	–	–	0.16%	64
2015 Q3	$356K	Hold	868	–	–	0.17%	62
2015 Q2	$634K	Hold	868	–	–	0.27%	59
2015 Q1	$426K	Buy	+868	New	+$370K	0.19%	67

Other funds holding CRDF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 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 $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ECM

Element Capital Management New York $1.05B AUM 5.05% 1-Year Est. Return

PFS

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

Windsor Financial Group's CRDF Position: Q2 2017 in Review

Windsor Financial Group held its Cardiff Oncology (CRDF) position steady in Q2 2017 at 868 shares worth $79K. The position accounts for 0.04% of the portfolio, ranked #76.

Windsor Financial Group first reported a position in CRDF in Q1 2015 and has held it in 10 quarters since. The position peaked at $634K in Q2 2015. 48 funds tracked by Wall St. Rank hold CRDF as of Q2 2017.

Windsor Financial Group held 868 shares of Cardiff Oncology worth $79K as of Q2 2017.
Windsor Financial Group left its Cardiff Oncology share count unchanged in Q2 2017.
Cardiff Oncology made up 0.04% of Windsor Financial Group's portfolio in Q2 2017, its #76 holding.
Windsor Financial Group first reported a position in Cardiff Oncology in Q1 2015 and has held it in 10 quarters since.
Windsor Financial Group's Cardiff Oncology position peaked at $634K in Q2 2015.
48 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.