Archford Capital Strategies’s Alkermes ALKS Stock Holding History

Archford Capital Strategies’s Portfolio ALKS Stock Details ALKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-43	Closed	-$2K	–	526
2018 Q2	$2K	Hold	43	–	–	﹤0.01%	574
2018 Q1	$2K	Buy	+43	New	+$2.52K	﹤0.01%	507
2017 Q2	–	Sell	-43	Closed	-$3K	–	208
2017 Q1	$3K	Hold	43	–	–	﹤0.01%	524
2016 Q4	$2K	Hold	43	–	–	﹤0.01%	496
2016 Q3	$2K	Sell	43 -43	-50%	-$2.04K	﹤0.01%	513
2016 Q2	$4K	Buy	+86	New	+$3.55K	﹤0.01%	499
2016 Q1	–	Sell	-48	Closed	-$4K	–	187
2015 Q4	$4K	Hold	48	–	–	﹤0.01%	584
2015 Q3	$2K	Buy	48 +24	+100%	+$1.58K	﹤0.01%	543
2015 Q2	$2K	Buy	+24	New	+$1.47K	﹤0.01%	471

Other funds holding ALKS

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Archford Capital Strategies's ALKS Position: Q3 2018 in Review

Archford Capital Strategies sold out of Alkermes (ALKS) in Q3 2018, closing a stake of 43 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in ALKS in Q2 2015 and held it in 9 quarters. The position peaked at $4K in Q2 2016. 262 funds tracked by Wall St. Rank hold ALKS as of Q3 2018.

Archford Capital Strategies reported no remaining Alkermes position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 43 Alkermes shares in Q3 2018, an estimated $2K.
Archford Capital Strategies first reported a position in Alkermes in Q2 2015 and held it in 9 quarters.
Archford Capital Strategies's Alkermes position peaked at $4K in Q2 2016.
262 funds tracked by Wall St. Rank held Alkermes as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.