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Buckley Wealth Management’s Alkermes ALKS Stock Holding History

Buckley 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
2018
Q4 		– Sell
-4,948
Closed -$210K – 139
2018
Q3 		$210K Hold
4,948
– – 0.09% 150
2018
Q2 		$204K Hold
4,948
– – 0.1% 155
2018
Q1 		$287K Hold
4,948
– – 0.14% 137
2017
Q4 		$271K Buy
+4,948
New +$253K 0.14% 140

Other funds holding ALKS

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return

Buckley Wealth Management's ALKS Position: Q4 2018 in Review

Buckley Wealth Management sold out of Alkermes (ALKS) in Q4 2018, closing a stake of 4,948 shares — an estimated $210K sold.

Buckley Wealth Management first reported a position in ALKS in Q4 2017 and held it in 4 quarters. The position peaked at $287K in Q1 2018. 238 funds tracked by Wall St. Rank hold ALKS as of Q4 2018.

  • Buckley Wealth Management reported no remaining Alkermes position as of Q4 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 4,948 Alkermes shares in Q4 2018, an estimated $210K.
  • Buckley Wealth Management first reported a position in Alkermes in Q4 2017 and held it in 4 quarters.
  • Buckley Wealth Management's Alkermes position peaked at $287K in Q1 2018.
  • 238 funds tracked by Wall St. Rank held Alkermes as of Q4 2018.

Based on Buckley Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.