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CapWealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

CapWealth Advisors’s Portfolio VRTX Stock Details VRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100
Closed -$8K – 415
2013
Q3 		$8K Hold
100
– – ﹤0.01% 328
2013
Q2 		$8K Buy
+100
New +$7.36K ﹤0.01% 310

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CapWealth Advisors's VRTX Position: Q4 2013 in Review

CapWealth Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q4 2013, closing a stake of 100 shares — an estimated $8K sold.

CapWealth Advisors first reported a position in VRTX in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 387 funds tracked by Wall St. Rank hold VRTX as of Q4 2013.

  • CapWealth Advisors reported no remaining Vertex Pharmaceuticals position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 100 Vertex Pharmaceuticals shares in Q4 2013, an estimated $8K.
  • CapWealth Advisors first reported a position in Vertex Pharmaceuticals in Q2 2013 and held it in 2 quarters.
  • CapWealth Advisors's Vertex Pharmaceuticals position peaked at $8K in Q3 2013.
  • 387 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.