written by reader Timely Schedule of Biotechnology Equitys Gains and Losses

by SoGiAm | December 14, 2014 10:40 am

This schedule shall be maintained by any IRR as a(n) event(s) occur(s) in the following format: $XYZ, Link/source,. Calculated columns/cells (TBD) may include: SP, %age SP change, Volume, MC, etc.; brief summary/comment including original comment(s)/thread(s)s/post#(s) . 125-150 characters (max), author. Schedule to exist on stockgumshoe.com/microblog utilizing google drive. This spreadsheet greatly reduce the biotech posts in currenty threads and consolidate information between threads. Perpetual Prosperity to ALL!-Benjamin
example: HEADER: Nasdaq.com US Market ClosedDec 12, 2014CAC 40 4108.93-116.93 ▼-2.77%NIKKEI 225 17371.58114.18 ▲0.66%FTSE100 6300.63-161.07 ▼-2.49%
Stock Market Activity
NASDAQ Composite Volume: 1,834,060,354
Index Value Change Net / %
NASDAQ 4653.60 -54.56 ▼1.16% NASDAQ-100 (NDX) 4199.28 -47.2 ▼1.11% Pre-Market (NDX) 4211.91 -34.57 ▼0.81% After Hours(NDX) 4200.08 0.8 ▲0.02%
DJIA 17280.83 -315.51 ▼1.79% S&P 500 2002.33 -33 ▼1.62%
Russell 2000 1152.45 -14.51 ▼1.24% Data as of Dec 12, 2014
View Major Indices 12:00 PM 3:00 PM 4660 4680 4700
Editor’s Picks
Closing Update: Stocks Finish Worst Week Since January With Steep Sell-Off; New Fall for Crude Oil Keeps Markets in Swoon
Daily Dividend Report: EIX, EMC, STT, RL, FMC, TRN, BWS
GE Boosts Dividend By 5% Latest Market News Headlines
3 Best Renewable Energy Stocks for 2015
How a Ford Pickup Became America’s Top Luxury…
How AT&T and Verizon’s Loss is Your Gain
A Breakdown of How Your Social Security[1] Tax…
MARKET SNAPSHOT: Crashing Crude May Blow A $1.6…
The Biggest Risk for Apple Inc. Stock in 2015 and…
SpaceX[2] Invents an X-Wing … Sort Of: Introducing…
This Tiny Biotech Worries Sanofi and Shire, and…
Believe it or Not, Amazon Isn’t the King of…
Aerojet Rocketdyne Propulsion Supported Mission…
More Market Headlines
Featured Story
3 Things Starbucks CEO Howard Schultz Wants Investors to Know
Get a glimpse into the future of the coffee[3] chain
Featured Video
vew More Videos
SCHEDULE DATA:Stock Activity
Most Active Most Advanced Most Declined Dollar Volume Unusual Volume
Company Last Sale* Change Net / % Share Volume
Calithera Biosciences, Inc. (CALA) $29.85 6.65 ▲ 28.66% 1,167,588
ChemoCentryx, Inc. (CCXI) $5.60 1.11 ▲ 24.72% 7,777,656
Oncothyreon Inc. (ONTY) $2.02 0.31 ▲ 18.13% 7,735,300
Sangamo BioSciences, Inc. (SGMO) $16.53 2.46 ▲ 17.48% 2,530,356
Cerulean Pharma Inc. (CERU) $6 0.83 ▲ 16.05% 75,458
Read more: http://www.nasdaq.com/#ixzz3Lt0mWKHa[4]
http://www.nasdaq.com/article/why-chemocentryx-incs-shares-shot-60-higher-today-cm422798[5] , calcs1,2,3,,, TLOGolgytes …

Endnotes:
  1. Social Security: https://www.stockgumshoe.com/tag/social-security/
  2. SpaceX: https://www.stockgumshoe.com/tag/spacex/
  3. coffee: https://www.stockgumshoe.com/tag/coffee/
  4. http://www.nasdaq.com/#ixzz3Lt0mWKHa: http://www.nasdaq.com/#ixzz3Lt0mWKHa
  5. http://www.nasdaq.com/article/why-chemocentryx-incs-shares-shot-60-higher-today-cm422798: http://www.nasdaq.com/article/why-chemocentryx-incs-shares-shot-60-higher-today-cm422798

Source URL: https://www.stockgumshoe.com/2014/12/microblog-timely-schedule-of-biotechnology-equitys-gains-and-losses/


23 responses to “written by reader Timely Schedule of Biotechnology Equitys Gains and Losses”

  1. SoGiAm says:

    RE:Post 136 ABIO, CALA, PRTK, RGDX, SKBI, VBIV ALDR, DSCO, LJPC, TGTX
    Post 139 KIte, 140, 142, AKAO, CTIX, 144 SPHS, 146 AGIO, 147 AGIO,CELG, 149 CLDN 150 SNWV 151 GILD, 152 GALE, 153 ABIO, CALA, PRTK, RGDX, SKBI, VBIV, 154 ISIS, AGIO, ARIA, ABBV, AGEN, AXLN, ATHN, AVNR, BLUE,FOLD 155 KITE, 157 NBY, 158 CALA, 159 FOMX, 160 CTIX, 161 NBY, 162 OPHT, 163 GIOLD ACHN, 164 AKBA, 165 BENITECH, 166 ACRX ECTE RNN ATHX 167 AKAO 168 SNWV 169 TRVN CALA 170 MORHOSYS 171, 172 NO-FLY BIO LIST etc,
    all above regarding http://www.stockgumshoe.com/2014/12/microblog-dawn-of-the-planet-of-the-tloglodytes/ Best-Benjamin

  2. SoGiAm says:

    Catch up on the top stories in #science this week. References to all studies are here: https://t.co/Kp5PiGGhrC pic.twitter.com/PipeLgqpew

    — Ajit Johnson (@ajitjohnson_n) September 25, 2017

  3. SoGiAm says:

    If USA doesn’t take #STEM as seriously as #China the ranks of the most prosperous nations are going to change. We don’t have a day to lose…
    Education will change forever with #VR – NingXia province China just opened the first @htcvive 50-student full-function VR classrooms. Epic!
    https://twitter.com/CharlieFink/status/918718615758635010 ht @RickKing16

  4. SoGiAm says:

    MGEN benefits from nusinerin, kynamro, patisiran, inclisiran – they give investors a way to visualize a path to market for oligotx. Though miRNA has vastly different MoA from antisense or RNAi, their success helps it. C 9.70 1/3, 4? up 😉 https://twitter.com/mikegoodma/status/948574149882019840 Thx Mike

    #Charts:
    Finviz Technical Analysis, Fundamental, Catalysts #News

    https://finviz.com/chart.ashx?t=MGEN&ty=c&ta=1&p=d&s=l
    https://finviz.com/quote.ashx?t=MGEN

    #Invest #Chart: mgen
    https://www.investing.com/equities/signal-genetics

    Fix You https://www.youtube.com/watch?v=sTkQUL_MMLU

    Over the #rainbow, #wonderful world
    https://www.youtube.com/watch?v=Z26BvHOD_sg

    https://www.ursa.fi/blogi/ice-crystal-halos/wp-content/uploads/sites/9/IMG_8759small-720×320.jpg
    https://www.ursa.fi/blogi/ice-crystal-halos/halo_display_from_upper_bavaria/

    Christian - 史逸飞 #Follow
    Rainbow – #360 Degree. Natural Phenomenon
    It’s not a lens-reflection, nor a #photoshop-artwork. The Rainbow appeared on a “mixed-weather-day” during my stay in Mallorca. Quite a natural phenomenon…
    https://www.flickr.com/photos/lostlaowai/5873115391 halo

    b2a +

  5. savethemanatee says:

    So my wife inherited an account several months ago. Although I don’t consider the account huge, it was managed by a South Florida high-wealth asset management firm. I’ve found it instructive to see how they allocated the assets, and Ben thought it might be worth sharing.

    Broadly speaking, there are three broad categories of assets in this portfolio: Individual stocks, mutual funds, and fixed income (there was also an annuity we cashed out, which I’ll ignore). I suspect that the owner of the portfolio advised the wealth management firm how conservative to be with her assets, and they adjusted the relative proportions accordingly. Knowing this individual pretty well, and looking at the allocations, it seems as though she requested that they be pretty conservative and focus more on wealth preservation than growth.

    This first e-mail will focus only on fixed income. I’ll discuss the other two categories later.

    The fixed income investments were as follows:

    Intermediate Bonds: 35% of the total fixed income category
    High Yield Corporate Bonds: 12% of fixed income
    Municipal Bonds: 24% of fixed income
    World Bonds: 16% of fixed income
    “Non-traditional” Bonds: 9% of total
    Emerging Markets Bonds: 3.3% of total

    There may be a rounding error in there.

    A couple of notes:

    (1) There are a number of corporate bond funds. The ones chosen for this account were: TIHYX, AHITX, and SHYAX (I sold SHYAX because the fees were higher than normal, but will likely keep the others). The yield on these funds aren’t as high as available elsewhere—I think they must not use any leverage to boost returns as others do, but make the funds more risky.

    (2) There seems to be quite a bit of overlap in the countries represented in the World Bond Funds and the Emerging Markets Fund, so I don’t know how those Morningstar classifications are determined. At any rate, the world funds were SEFIX and TTRZX, and the emerging markets bond fund was SITEX.

    (3) There are dozens and dozens of municipal bond funds available. While the ones in this portfolio were ETFs, I prefer CEFs (close-ended funds), which trade like stocks and generally have higher yields. I’ve been making the switch to some of the better CEFs.

    (4) What the heck are non-traditional Bonds? Beats me; that’s the classification given by Morningstar, but it looks like it is mostly made up of secured loans (such as packages of mortgages) and corporate loans. That ticker is DFLEX, which is a DoubleLine fund.

    Here’s my final thought. This portfolio had something like 30-35% allocated to fixed income. For me that’s too high; I prefer something down around 15-20%, but I’m still a young’un. Anyway, my recommendation would be that, regardless of what proportion of your portfolio you decide to put in fixed income, you then should consider allocating that amount among intermediate bonds/munis/corporate/world bonds, etc. in approximately the percentages listed above. At least it seems like a reasonable place to start.

  6. savethemanatee says:

    Quick post on the second category, mutual funds. To be honest, this is something I just don’t get; I think there should have been no mutual funds in this portfolio because the holdings could have been easily replicated through individual stock purchases at a lower cost (you’ll understand why when I get to the post about individual stock holdings). Actually, I’m overreaching a little. I could see holding funds of stocks that are hard to replicate, such as baskets of emerging market companies or small/mid caps.

    Anyway, there were a ridiculously high number of stock funds in this portfolio–I think 14 in total, not including the bond funds already discussed–some of which are repetitive (and some of which, as I stated above, have relatively high annual expense ratios).

    There are subtle differences among them so I don’t know the best way to organize them here. For instance, thre are six that consist of large companies, either “growth”-oriented, “value”-oriented, or a “blend” of both, and with their holdings consisting of between 75%-90% US stocks and the remainder International stocks.

    In addition, there are:

    Two large US stock-only mutual funds (consisting of around 40% of the mutual fund category)
    a small/midcap US stock fund (consisting of just 4% of the total mutual fund category)
    Two large foreign-stock only funds, one focused on “growth” and one focused on a “blend” (consisting of approximately 12% of the value of all the mutual funds)
    Three emerging markets stock funds (consisting of around 20% of the value of all the mutual funds)
    One “world allocation” fund consisting of 1/3 large US stocks, 1/3 large international stocks, and 1/3 bonds (just 4% of the mutual fund category).

    Note that the percentages listed above don’t include the funds that have both a US and foreign stock component, so it would be inaccurate to say that 12% of the holdings here were in non-emerging market foreign stocks. If you divide up the components of the funds that included both US and foreign stocks, and add them in, it’s more than that.

    I’ll also note that I am generally very skeptical about the distinction between “value” and “growth” companies. There is a ton of overlap in the holdings of these funds, For instance, I think every single non-foreign fund in this portfolio has Microsoft as a top ten holding (The top holdings of each fund are listed on Morningstar’s site for easy perusal). Is it growth or value? Who cares?

    I kind of understand how it happened: There seems to have been a manager for the “US growth stocks,” a separate manager for “US value stocks,” a different manager for “small US stocks,” foreign stocks, etc., and each manager included both stocks and funds in their portion of the portfolio, without any regard for what the other managers were doing. The portfolio was not looked at holistically–that is, a complete whole. Which is why there seems to be so much overlap, even though the value of each mutual fund holding was relatively small. This is a great lesson on why we all need to look at our holdings as one portfolio even if there are different accounts within in (such as both a taxable and tax-deferred account).

    I have since sold all the US-based mutual funds, and the foreign funds that had high fees.

    I think that’s it for the funds.

  7. savethemanatee says:

    All right. We are now reaching the meat of this professionally-managed inherited portfolio, which consists of the stock holdings. There’s a lot of information that can be gleaned from these holdings. I’ll try to be concise, and limit discussion to what I think is most relevant, but please ask questions if there’s anything more you’d like to know here.

    I think it’s important to reiterate here that multiple asset managers worked on this account. As I understand it, this portion of the portfolio (which includes some of the mutual funds discussed previously, BTW), was split into several “baskets” with differing style: Large-Cap Growth, Large-Cap Core (whatever that is), Large-Cap Value, Small-Cap Growth, and International Developed Markets. The “baskets” were split as follows:

    Large-Cap Growth: 23% of value of all stock holdings
    Large-Cap Core: 13% of value of all stock holdings
    Large-Cap Value: 23% of value of all stock holdings
    Small-Cap Growth: 13% of value of all stock holdings
    International: 27% of value of all stock holdings

    So, another way to look at it is: 60% large-cap domestic, 27% international (large, mid, and small cap), and 13% small-cap domestic.

    What is the difference between Large-Cap Growth, Large-Cap Core, and Large-Cap Value? Here’s a list of five holdings from each category, chosen at random:

    Large-Cap Growth: Abbott, Adobe Systems, Google, ADP, Blackrock.
    Large-Cap Core: 3M, Apple, Dollar General, Honeywell, Johnson & Johnson
    Large-Cap Value: AT&T, CVS, Merck, Pepsi, Proctor & Gamble.

    There are also some stocks that are given OTHER classifications: Mid-cap growth, small-cap value, small-cap core, emerging markets, etc., and it is likely that the same manager handled all small-and mid-cap domestic, and the same manager handled both foreign developed and emerging markets, even though that doesn’t completely mesh with the description of the five managed accounts.

    Anyway, that’s all background.

    There are about 210 different stocks in this portfolio, which is WAAAAYYYYYY overkill, especially in light of the size of many of these holdings. What I suspect was going on here is that each individual manager puts the same stocks in the same proportion in all the client accounts he or she manages, and the number of shares is simply determined by the size of the account. So I am guessing that the stocks in this account, in the same proportion, was exactly the same as accounts ten, twenty, even thirty times larger. (note: the sheer number of different stocks in this account, many of which being ridiculously small in size, makes me really question why there were any large-cap domestic mutual funds, as alluded to in the earlier post).

    I can’t list all 210 stocks, so what I am going to do is simply give you the first 50 or so. To give you a sense of size, the largest stock holding was approximately 4 times the size of the last one I am giving you. CVS, at # 14, is twice the size of the stock at the bottom. Only the top nine stocks are more than 2.5 times the last on the list—so it is pretty top-heavy. The top nine stocks. combined, constitute around 17.5% of the value of all the stocks (through Google/Alphabet).

    Let me note also that there are no REITs, no MLPs, and maybe only one or two electric utilities. The other sectors seem to be evenly represented.

    NSRGY NESTLE S A SPNSD ADR REPSTING REG SHS
    ADBE ADOBE SYSTEMS INC DELAWARE
    MSFT MICROSOFT CORP
    DG DOLLAR GENERAL CORP NEW
    ADP AUTOMATIC DATA PROCESSING INC
    CAJ CANON INC SPON ADR
    ACN ACCENTURE PLC IRELAND CLASS A NEW
    V VISA INC CLASS A
    GOOG ALPHABET INC CL C
    UNH UNITEDHEALTH GROUP INC
    NKE NIKE INC CL B
    MMC MARSH & MCLENNAN COS INC
    LOW LOWES COMPANIES INC
    CVS CVS HEALTH CORP
    NICE NICE LTD SPONS ADR
    ALPMY ASTELLAS PHARMA INC ADR
    ZTS ZOETIS INC CL A
    ORCL ORACLE CORP
    KT KT CORP SPONSORED ADR
    CEO CNOOC LTD SPONS ADR
    SNN SMITH & NEPHEW PLC NEW SPONS ADR
    ALGN ALIGN TECHNOLOGY INC
    SBUX STARBUCKS CORP
    IHG INTERCONTINENTAL HOTELS GROUP PLC NEW SPONS ADR 2017
    AMGN AMGEN INC
    ORLY O REILLY AUTOMOTIVE INC NEW
    SJM SMUCKER JM COMPANY NEW
    PM PHILIP MORRIS INTL INC
    FB FACEBOOK INC CL A
    GWW GRAINGER W W INC
    JNJ JOHNSON & JOHNSON
    STT STATE STREET CORP
    ABT ABBOTT LABORATORIES
    CVX CHEVRON CORP
    ABC AMERISOURCEBERGEN CORP
    MCHP MICROCHIP TECHNOLOGY INC
    IT GARTNER INC
    MLCO MELCO RESORTS & ENTERTAIMENT LTD ADR
    KR KROGER COMPANY
    OXY OCCIDENTAL PETROLEUM CORP
    SNE SONY CORP ADR NEW 7/74
    OMC OMNICOM GROUP INC
    GOOGL ALPHABET INC CL A
    BKNG BOOKING HOLDINGS INC
    ITW ILLINOIS TOOL WORKS INC
    MRK MERCK & COMPANY INC NEW
    REGN REGENERON PHARMACEUTICALS INC
    DBSDY DBS GROUP HLDGS LTD SPONS ADR
    WNS WNS HOLDINGS LTD SPONSORED ADR
    RDS/A ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHARES
    MA MASTERCARD INC CL A

    Also, just for giggles, here are the bottom 30 in size, which combined have the same value as Nestle, the #1. Most, I believe, are small- and mid-cap international stocks:

    WWW WOLVERINE WORLD WIDE INC
    SONC SONIC CORP
    AKO/B EMBOTELLADORA ANDINA S A SPONSORED ADR REPRESENTING SERIES B
    MIELY MITSUBISHI ELEC CORP ADR
    SSB SOUTH STATE CORP
    TMICY TREND MICRO INC SPONSORED ADR NEW
    SCSC SCANSOURCE INC
    SKM SK TELECOM LTD SPONS ADR
    DRQ DRIL-QUIP INC
    HURN HURON CONSULTING GROUP INC
    UHT UNIVERSAL HEALTH REALTY* INCOME TRUST SHARES BENEFICIAL INTEREST
    PDCO PATTERSON COMPANIES INC
    ADRNY KONINKLIJKE AHOLD DELHAIZE N V SPONS ADR NEW
    ADDYY ADIDAS AG SPONS ADR
    DSDVY DSV AS ADR
    DLAKY DEUTSCHE LUFTHANSA AG SPONS ADR
    KMTUY KOMATSU LTD SPONS ADR NEW
    SMFKY SMURFIT KAPPA GRP PLC ADR
    PCRFY PANASONIC CORP ADR
    EBKDY ERSTE GROUP BANK AG SPONSORED ADR REPSENTING 1/2 SH
    AVDL AVADEL PHARMACEUTICALS PLC SPONS ADR
    HTHIY HITACHI LTD ADR 10 COM
    CCU COMPANIA CERVECEIAS UNIDAS S A SPONSORED ADR
    CMCM CHEETAH MOBILE INC ADR
    ORKLY ORKLA ASA SPON ADR
    HENOY HENKEL AG & COMPANY KGAA SPONSORED ADR REPSTG PFD SHS
    SWRAY SWIRE PACIFIC LIMITED SPONSORED ADR REPRESENTING 1 CLASS A
    VCO VINA CONCHA Y TORO S A SPONSORED ADR
    SHI SINOPEC SHANGHAI PETRO SPONS ADR REPSTG CL H
    PBSFY PROSIEBENSAT 1 MEDIA AG ADR

    I think that’s it. Let me know if you’d like me to parse this any other way. Hopefully the formatting looks OK.

  8. savethemanatee says:

    OK–You asked. Sorry for the delay; I was out all weekend.

    Here’s the complete managed portfolio (just the stocks), in order from highest value of each holding to lowest. It’s a little overwhelming. Just to clarify something: I think I originally mentioned that some of the confusion with this portfolio was that there were several different individual managers–one for international stocks, one for growth stocks, one for value stocks, etc. So, it’s entirely possible that several stocks were purchased by more than one “manager”, and that is why they appear very high on the list (Dollar General, I’m looking at you).

    NSRGY NESTLE S A SPNSD ADR REPSTING REG SHS
    ADBE ADOBE SYSTEMS INC DELAWARE
    MSFT MICROSOFT CORP
    DG DOLLAR GENERAL CORP NEW
    ADP AUTOMATIC DATA PROCESSING INC
    CAJ CANON INC SPON ADR
    ACN ACCENTURE PLC IRELAND CLASS A NEW
    V VISA INC CLASS A
    GOOG ALPHABET INC CL C
    UNH UNITEDHEALTH GROUP INC
    NKE NIKE INC CL B
    MMC MARSH & MCLENNAN COS INC
    LOW LOWES COMPANIES INC
    CVS CVS HEALTH CORP
    NICE NICE LTD SPONS ADR
    ALPMY ASTELLAS PHARMA INC ADR
    ZTS ZOETIS INC CL A
    ORCL ORACLE CORP
    KT KT CORP SPONSORED ADR
    CEO CNOOC LTD SPONS ADR
    SNN SMITH & NEPHEW PLC NEW SPONS ADR
    ALGN ALIGN TECHNOLOGY INC
    SBUX STARBUCKS CORP
    IHG INTERCONTINENTAL HOTELS GROUP PLC NEW SPONS ADR 2017
    AMGN AMGEN INC
    ORLY O REILLY AUTOMOTIVE INC NEW
    SJM SMUCKER JM COMPANY NEW
    PM PHILIP MORRIS INTL INC
    FB FACEBOOK INC CL A
    GWW GRAINGER W W INC
    JNJ JOHNSON & JOHNSON
    STT STATE STREET CORP
    ABT ABBOTT LABORATORIES
    CVX CHEVRON CORP
    ABC AMERISOURCEBERGEN CORP
    MCHP MICROCHIP TECHNOLOGY INC
    IT GARTNER INC
    MLCO MELCO RESORTS & ENTERTAIMENT LTD ADR
    KR KROGER COMPANY
    OXY OCCIDENTAL PETROLEUM CORP
    SNE SONY CORP ADR NEW 7/74
    OMC OMNICOM GROUP INC
    GOOGL ALPHABET INC CL A
    BKNG BOOKING HOLDINGS INC
    ITW ILLINOIS TOOL WORKS INC
    MRK MERCK & COMPANY INC NEW
    REGN REGENERON PHARMACEUTICALS INC
    DBSDY DBS GROUP HLDGS LTD SPONS ADR
    WNS WNS HOLDINGS LTD SPONSORED ADR
    RDS/A ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHARES
    MA MASTERCARD INC CL A
    MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHARES NEW
    WEX WEX INC
    AAPL APPLE INC
    UOVEY UNITED OVERSEAS BK LTD SPONS ADR
    ROST ROSS STORES INC
    CAG CONAGRA BRANDS INC
    MMM 3M COMPANY
    FMS FRESENIUS MEDICAL CARE AG & CO KGAA SPONSORED ADR REPSTG SHS
    MO ALTRIA GROUP INC
    BLKB BLACKBAUD INC
    AFL AFLAC INC
    MANH MANHATTAN ASSOCIATES INC
    BHKLY BOC HONG KONG HOLDINGS LTD SPON ADR
    FPAFY FIRST PAC LTD SPONS ADR
    CLGX CORELOGIC INC
    CSCO CISCO SYSTEMS INC
    CHH CHOICE HOTELS INTL NEW INC
    SSEZY SSE PLC SPON ADR
    PSX PHILLIPS 66
    PG PROCTER & GAMBLE COMPANY
    ATR APTARGROUP INC
    DWAHY DAIWA HOUSE IND LIMITED ADR
    FICO FAIR ISAAC CORP
    FIS FIDELITY NATIONAL INFORMATION SERVICES INC
    EXPO EXPONENT INC
    DCM NTT DOCOMO INC SPONSORED ADR
    COLM COLUMBIA SPORTSWEAR COMPANY
    MORN MORNINGSTAR INC
    NEE NEXTERA ENERGY INC
    IX ORIX CORP SPONSORED ADR
    JPM JPMORGAN CHASE & COMPANY
    STO STATOIL ASA SPONSORED ADR
    UNP UNION PACIFIC CORP
    TKPYY TAKEDA PHARMACEUTICAL COMPANY LTD SPONSORED ADR
    BDX BECTON DICKINSON & COMPANY
    JMHLY JARDINE MATHESON HOLDINGS LIMITED ADR
    WFC WELLS FARGO & CO NEW
    KEX KIRBY CORP
    TECH BIO TECHNE CORP
    HON HONEYWELL INTL INC
    PKG PACKAGING CORP OF AMERICA
    LMT LOCKHEED MARTIN CORP
    NTTYY NIPPON TELEG & TEL CORP SPON ADR
    PFE PFIZER INC
    SEOAY STORA ENSO CORP SPONSORED ADR REPSTG SHARES R
    STM STMICROELECTRONICS N V NY REGISTRY
    CMCSA COMCAST CORP CL A NEW
    STBFY SUNTORY BEVERAGE & FOOD LTD ADS
    MDT MEDTRONIC PLC
    IPAR INTER PARFUMS INC
    AEG AEGON N V NY REGISTRY SHS
    CASY CASEYS GENL STORES INC
    MOG/A MOOG INC CLASS A
    PEP PEPSICO INC
    YY YY INC ADS REPSTG CL A
    POOL POOL CORP
    T AT&T INC
    HLUYY H LUNDBECK A/S SPONSORED ADR LEVEL 1
    CB CHUBB LTD
    AHEXY ADECCO GROUP AG ADR
    ABBV ABBVIE INC
    IR INGERSOLL RAND PLC
    LSTR LANDSTAR SYSTEM INC
    NATI NATIONAL INSTRUMENTS CORP
    UNF UNIFIRST CORP
    NAVG NAVIGATORS GROUP INC
    WEC WEC ENERGY GROUP INC
    KNBWY KIRIN HOLDINGS COMPANY LIMITED SPONS ADR
    PX PRAXAIR INC
    PB PROSPERITY BANCSHARES INC
    SOUHY SOUTH32 LTD SPONS ADR
    STBZ STATE BANK FINL CORP
    ARGX ARGENX SE ADS RESPSTG ORD SHARES
    MON MONSANTO COMPANY NEW
    DIS WALT DISNEY CO
    MDLZ MONDELEZ INTERNATIONAL INC CL A
    WHGLY WH GROUP LTD SPONSORED ADR
    KCRPY KAO CORP SPONSORED ADR REPSTG 10 SHS COM
    CL COLGATE-PALMOLIVE COMPANY
    BECN BEACON ROOFING SUPPLY INC
    UMC UNITED MICROELECTRONICS CORP SPONSORED ADR NEW
    OTSKY OTSUKA HOLDINGS COMPANY LTD ADR
    JJSF J & J SNACK FOODS CORP
    CRTO CRITEO SA ADS
    IART INTEGRA LIFESCIENCES HLDGS CORP
    AGN ALLERGAN PLC
    DORM DORMAN PRODUCTS INC
    FWRD FORWARD AIR CORP
    TXN TEXAS INSTRUMENTS INC
    PTR PETROCHINA COMPANY LIMITED SPONSORED ADR
    WHR WHIRLPOOL CORP
    BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC
    TLK PERUSAHAN PERSEROAN PERSERO ADR PORT TELEKMUNIKIASI INDONESIA
    PKX POSCO SPONSORED ADR
    SLB SCHLUMBERGER LTD
    WABC WESTAMERICA BANCORPORATION
    TX TERNIUM SA SPONSORED ADR
    PNFP PINNACLE FINANCIAL PARTNERS INC
    SPKKY SPARK NEW ZEALAND LTD SPONSORED ADR
    FUJIY FUJIFILM HOLDINGS CORP ADR
    IBKC IBERIABANK CORP
    SBH SALLY BEAUTY HOLDINGS INC
    CABGY CARLSBERG AS SPONSORED ADR
    NLSN NIELSEN HLDGS PLC SHS EUR
    BLK BLACKROCK INC
    AVH AVIANCA HOLDINGS SA ADR
    ATHM AUTOHOME INC SPONS ADR REPSTG CL A
    MNRO MONRO INC
    UMPQ UMPQUA HOLDINGS CORP
    CONE CYRUSONE INC
    ICUI ICU MEDICAL INC
    RLI R L I CORP
    AAON AAON INC NEW
    POWI POWER INTEGRATIONS INC
    LANC LANCASTER COLONY CORP
    ECOL U S ECOLOGY INC
    KNSL KINSALE CAPITAL GROUP INC
    APAM ARTISAN PARTNERS ASSET MGMT INC CL A
    ENV ENVESTNET INC
    TTNDY TECHTRONIC INDUSTRIES LIMITED SPONSORED ADR
    RHHBY ROCHE HOLDING LIMITED SPONSORED ADR
    ABB ABB LIMITED SPONSORED ADR
    CASS CASS INFORMATION SYSTEMS INC
    SCL STEPAN CO
    AUO AU OPTRONICS CORP SPONSORED ADR
    SXT SENSIENT TECHNOLOGIES CORP
    LPL LG DISPLAY COMPANY LTD SPONSORED ADR REPRESENTING COMMON
    BCPC BALCHEM CORP
    PSO PEARSON PLC SPONSORED ADR
    HKXCY HONG KONG EXCHANGES & CLEARING LIMITED ADR
    RAVN RAVEN INDUSTRIES INC
    AEXAY ATOS ORIGIN SA ADR
    PLUS EPLUS INC
    WWW WOLVERINE WORLD WIDE INC
    SONC SONIC CORP
    AKO/B EMBOTELLADORA ANDINA S A SPONSORED ADR REPRESENTING SERIES B
    MIELY MITSUBISHI ELEC CORP ADR
    SSB SOUTH STATE CORP
    TMICY TREND MICRO INC SPONSORED ADR NEW
    SCSC SCANSOURCE INC
    SKM SK TELECOM LTD SPONS ADR
    DRQ DRIL-QUIP INC
    HURN HURON CONSULTING GROUP INC
    UHT UNIVERSAL HEALTH REALTY* INCOME TRUST SHARES BENEFICIAL INTEREST
    PDCO PATTERSON COMPANIES INC
    ADRNY KONINKLIJKE AHOLD DELHAIZE N V SPONS ADR NEW
    ADDYY ADIDAS AG SPONS ADR
    DSDVY DSV AS ADR
    DLAKY DEUTSCHE LUFTHANSA AG SPONS ADR
    KMTUY KOMATSU LTD SPONS ADR NEW
    SMFKY SMURFIT KAPPA GRP PLC ADR
    PCRFY PANASONIC CORP ADR
    EBKDY ERSTE GROUP BANK AG SPONSORED ADR REPSENTING 1/2 SH
    AVDL AVADEL PHARMACEUTICALS PLC SPONS ADR
    HTHIY HITACHI LTD ADR 10 COM
    CCU COMPANIA CERVECEIAS UNIDAS S A SPONSORED ADR
    CMCM CHEETAH MOBILE INC ADR
    ORKLY ORKLA ASA SPON ADR
    HENOY HENKEL AG & COMPANY KGAA SPONSORED ADR REPSTG PFD SHS
    SWRAY SWIRE PACIFIC LIMITED SPONSORED ADR REPRESENTING 1 CLASS A
    VCO VINA CONCHA Y TORO S A SPONSORED ADR
    SHI SINOPEC SHANGHAI PETRO SPONS ADR REPSTG CL H
    PBSFY PROSIEBENSAT 1 MEDIA AG ADR

    BONUS:

    Between December 31 and when this account was transferred to heirs in April, several stocks were sold in their entirety. These were almost all in the “international” basket and were:

    Celgene Corp Pharmaceuticals CELG
    Royal Philips NV ADR Medical Supplies PHG
    Novo Nordisk A/S Pharmaceuticals NVO
    The Interpublic Group of Companies Advertising IPG
    Yirendai Ltd Financial YRD
    Marine Harvest ASA Fish Harvesting MHGVY
    51Job Inc Business Services JOBS
    Imperial Brands Plc ADR Tobacco IMBBY
    Tata Motors Ltd Vehicles TTM
    Gol Linhas Aereas Inteligentes SA Airlines GOL
    58.Com Inc Consumer Services WUBA
    China Telecom Corp. Telecommunications CHA
    Kasikornbank Public Co. Bank KPCPY

  9. SoGiAm says:

    $NVS np > “My favorite slide from my talk today at Free energy/kinetics workshop at Novartis. My talk was themed why kinetics matters for free energies, and how it can be incorporated using stat mech/AI ! The full talk is on youtube: ”
    Pratyush Tiwary – Workshop on Free Energy, Kinetics, & MSM in Drug Design 2018

    https://www.youtube.com/watch?v=EnkCuajMyeg

    #Last? #comment 15May18 ht ty Maiccol https://twitter.com/tiwarylab/status/996509967145414656

    NEW on #ASBMB’s Engage blog: Mark Howarth, a molecular biologist at Oxford University, has curated a collection of beautiful protein structures, each corresponding to a letter in the Roman alphabet. ht ty Maicol https://twitter.com/ASBMB/status/1004853214422986752 #Best2ALL!

  10. SoGiAm says:

    Orthosteric and allosteric action of the C5a receptor antagonists
    Heng Liu, Hee Ryung Kim, R. N. V. Krishna Deepak, Lei Wang, Ka Young Chung, Hao Fan, Zhiyi Wei & Cheng Zhang
    https://www.nature.com/articles/s41594-018-0067-z?
    New ways of tickling anti-inflammatory C5a #GPCR
    https://pbs.twimg.com/media/DfSMSRMV4AAv1sQ.jpg

    ht thx https://twitter.com/reducentropy/status/1005582865176899584

  11. SoGiAm says:

    $NVDA, GOOG, $IBM etc,,,
    Anybody up for #DFT and much more?
    Combining chemistry, physics, mathematics…

    #BioChem #AI #Computational #Chemistry #VR #NanoTech

    https://soundcloud.com/theoreticallyspeaking

    What is theoretical chemistry?
    Density Functional Theory
    Quantum Computing
    Reaction Dynamics and Virtual Reality
    Molecular Simulation and DNA Origami
    Informatics
    Simulating Biomolecules

    About an hour and 1/2 of audio videos.

    Comments, R&D https://www.stockgumshoe.com/2014/12/microblog-timely-schedule-of-biotechnology-equitys-gains-and-losses/

    Theoretically Speaking @TheoryPod
    🙂 Fascinating 🙂 Peace! 🙂

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