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XLRN

Avantax Planning Partners’s Acceleron Pharma XLRN Stock Holding History

Avantax Planning Partners’s Portfolio XLRN Stock Details XLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-56
Closed -$3K – 1331
2018
Q3 		$3K Buy
+56
New +$2.75K ﹤0.01% 1299
2018
Q2 		– Sell
-74
Closed -$3K – 1664
2018
Q1 		$3K Buy
+74
New +$3.15K ﹤0.01% 1557

Other funds holding XLRN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

Avantax Planning Partners's XLRN Position: Q4 2018 in Review

Avantax Planning Partners sold out of Acceleron Pharma (XLRN) in Q4 2018, closing a stake of 56 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in XLRN in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 162 funds tracked by Wall St. Rank hold XLRN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Acceleron Pharma position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 56 Acceleron Pharma shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Acceleron Pharma in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Acceleron Pharma position peaked at $3K in Q3 2018.
  • 162 funds tracked by Wall St. Rank held Acceleron Pharma as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.