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Atwood & Palmer’s Alkermes ALKS Stock Holding History

Atwood & Palmer’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
2015
Q1 		– Sell
-300
Closed -$18K – 325
2014
Q4 		$18K Sell
300
-299
-50% -$15.2K ﹤0.01% 260
2014
Q3 		$26K Buy
+599
New +$26.9K ﹤0.01% 241

Other funds holding ALKS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atwood & Palmer's ALKS Position: Q1 2015 in Review

Atwood & Palmer sold out of Alkermes (ALKS) in Q1 2015, closing a stake of 300 shares — an estimated $18K sold.

Atwood & Palmer first reported a position in ALKS in Q3 2014 and held it in 2 quarters. The position peaked at $26K in Q3 2014. 265 funds tracked by Wall St. Rank hold ALKS as of Q1 2015.

  • Atwood & Palmer reported no remaining Alkermes position as of Q1 2015 after selling out during the quarter.
  • Atwood & Palmer sold 300 Alkermes shares in Q1 2015, an estimated $18K.
  • Atwood & Palmer first reported a position in Alkermes in Q3 2014 and held it in 2 quarters.
  • Atwood & Palmer's Alkermes position peaked at $26K in Q3 2014.
  • 265 funds tracked by Wall St. Rank held Alkermes as of Q1 2015.

Based on Atwood & Palmer's 13F filing for Q1 2015, filed 5 May 2015.