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Adams Diversified Equity Fund’s Akebia Therapeutics AKBA Stock Holding History

Adams Diversified Equity Fund’s Portfolio AKBA Stock Details AKBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-28,500
Closed -$272K – 212
2018
Q1 		$272K Hold
28,500
– – 0.01% 211
2017
Q4 		$424K Sell
28,500
-18,800
-40% -$312K 0.02% 202
2017
Q3 		$930K Buy
+47,300
New +$727K 0.05% 161

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NHAS
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EAM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
CTA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
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Adams Diversified Equity Fund's AKBA Position: Q2 2018 in Review

Adams Diversified Equity Fund sold out of Akebia Therapeutics (AKBA) in Q2 2018, closing a stake of 28,500 shares — an estimated $272K sold.

Adams Diversified Equity Fund first reported a position in AKBA in Q3 2017 and held it in 3 quarters. The position peaked at $930K in Q3 2017. 145 funds tracked by Wall St. Rank hold AKBA as of Q2 2018.

  • Adams Diversified Equity Fund reported no remaining Akebia Therapeutics position as of Q2 2018 after selling out during the quarter.
  • Adams Diversified Equity Fund sold 28,500 Akebia Therapeutics shares in Q2 2018, an estimated $272K.
  • Adams Diversified Equity Fund first reported a position in Akebia Therapeutics in Q3 2017 and held it in 3 quarters.
  • Adams Diversified Equity Fund's Akebia Therapeutics position peaked at $930K in Q3 2017.
  • 145 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q2 2018.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2018, filed 26 Jul 2018.