CWM
ALXN

Concert Wealth Management’s Alexion Pharmaceuticals ALXN Stock Holding History

Concert Wealth Management’s Portfolio ALXN Stock Details ALXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,866
Closed -$229K – 520
2016
Q4 		$229K Sell
1,866
-2,041
-52% -$250K 0.05% 428
2016
Q3 		$477K Buy
3,907
+543
+16% +$69.9K 0.06% 379
2016
Q2 		$396K Buy
3,364
+1,791
+114% +$254K 0.05% 392
2016
Q1 		$220K Buy
1,573
+342
+28% +$50.2K 0.03% 563
2015
Q4 		$234K Buy
+1,231
New +$215K 0.03% 548
2015
Q3 		– Sell
-2,093
Closed -$378K – 751
2015
Q2 		$378K Buy
+2,093
New +$361K 0.05% 430
2015
Q1 		– Sell
-1,917
Closed -$354K – 648
2014
Q4 		$354K Buy
+1,917
New +$355K 0.05% 403

Other funds holding ALXN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Concert Wealth Management's ALXN Position: Q1 2017 in Review

Concert Wealth Management sold out of Alexion Pharmaceuticals (ALXN) in Q1 2017, closing a stake of 1,866 shares — an estimated $229K sold.

Concert Wealth Management first reported a position in ALXN in Q4 2014 and held it in 7 quarters. The position peaked at $477K in Q3 2016. 561 funds tracked by Wall St. Rank hold ALXN as of Q1 2017.

  • Concert Wealth Management reported no remaining Alexion Pharmaceuticals position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,866 Alexion Pharmaceuticals shares in Q1 2017, an estimated $229K.
  • Concert Wealth Management first reported a position in Alexion Pharmaceuticals in Q4 2014 and held it in 7 quarters.
  • Concert Wealth Management's Alexion Pharmaceuticals position peaked at $477K in Q3 2016.
  • 561 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.