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Alera Investment Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Alera Investment Advisors’s Portfolio TAK Stock Details TAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,195
Closed -$24K – 886
2019
Q1 		$24K Buy
1,195
+943
+374% +$19K 0.01% 252
2018
Q4 		$4K Buy
+252
New +$4.25K ﹤0.01% 656

Other funds holding TAK

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
AC
Adelphi Capital London, United Kingdom $3.21M AUM 121.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's TAK Position: Q2 2019 in Review

Alera Investment Advisors sold out of Takeda Pharmaceutical (TAK) in Q2 2019, closing a stake of 1,195 shares — an estimated $24K sold.

Alera Investment Advisors first reported a position in TAK in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2019. 347 funds tracked by Wall St. Rank hold TAK as of Q2 2019.

  • Alera Investment Advisors reported no remaining Takeda Pharmaceutical position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,195 Takeda Pharmaceutical shares in Q2 2019, an estimated $24K.
  • Alera Investment Advisors first reported a position in Takeda Pharmaceutical in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Takeda Pharmaceutical position peaked at $24K in Q1 2019.
  • 347 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.