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B. Riley Wealth Management’s Alkermes ALKS Stock Holding History

B. Riley Wealth Management’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
Q3 		– Sell
-500
Closed -$32K – 161
2015
Q2 		$32K Hold
500
– – 0.03% 508
2015
Q1 		$30K Hold
500
– – 0.02% 517
2014
Q4 		$29K Hold
500
– – 0.02% 495
2014
Q3 		$21K Hold
500
– – 0.02% 587
2014
Q2 		$25K Hold
500
– – 0.02% 602
2014
Q1 		$22K Buy
+500
New +$23.8K 0.02% 610

Other funds holding ALKS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 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 $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

B. Riley Wealth Management's ALKS Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Alkermes (ALKS) in Q3 2015, closing a stake of 500 shares — an estimated $32K sold.

B. Riley Wealth Management first reported a position in ALKS in Q1 2014 and held it in 6 quarters. The position peaked at $32K in Q2 2015. 270 funds tracked by Wall St. Rank hold ALKS as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Alkermes position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 Alkermes shares in Q3 2015, an estimated $32K.
  • B. Riley Wealth Management first reported a position in Alkermes in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Alkermes position peaked at $32K in Q2 2015.
  • 270 funds tracked by Wall St. Rank held Alkermes as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.