Creative Planning’s Keryx Biopharmaceuticals Inc KERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-24,691
| Closed | -$84K | – | 2200 |
|
|
2018
Q3 | $84K | Hold |
24,691
| – | – | ﹤0.01% | 1817 |
|
|
2018
Q2 | $93K | Sell |
24,691
-4,348
| -15% | -$21.2K | ﹤0.01% | 1784 |
|
|
2018
Q1 | $119K | Buy |
29,039
+1,500
| +5% | +$6.99K | ﹤0.01% | 1719 |
|
|
2017
Q4 | $128K | Sell |
27,539
-9,000
| -25% | -$49.6K | ﹤0.01% | 1696 |
|
|
2017
Q3 | $259K | Sell |
36,539
-200
| -0.5% | -$1.44K | ﹤0.01% | 1431 |
|
|
2017
Q2 | $266K | Hold |
36,739
| – | – | ﹤0.01% | 1360 |
|
|
2017
Q1 | $226K | Hold |
36,739
| – | – | ﹤0.01% | 1414 |
|
|
2016
Q4 | $215K | Sell |
36,739
-50
| -0.1% | -$273 | ﹤0.01% | 1382 |
|
|
2016
Q3 | $195K | Buy |
36,789
+6,000
| +19% | +$32.4K | ﹤0.01% | 1410 |
|
|
2016
Q2 | $204K | Sell |
30,789
-5,550
| -15% | -$31K | ﹤0.01% | 1248 |
|
|
2016
Q1 | $170K | Buy |
36,339
+5,690
| +19% | +$22.7K | ﹤0.01% | 1300 |
|
|
2015
Q4 | $155K | Buy |
30,649
+18,618
| +155% | +$88.5K | ﹤0.01% | 1367 |
|
|
2015
Q3 | $42K | Sell |
12,031
-940
| -7% | -$6.29K | ﹤0.01% | 2164 |
|
|
2015
Q2 | $129K | Buy |
12,971
+500
| +4% | +$5.36K | ﹤0.01% | 957 |
|
|
2015
Q1 | $159K | Sell |
12,471
-2,100
| -14% | -$27K | ﹤0.01% | 1315 |
|
|
2014
Q4 | $206K | Buy |
14,571
+3,200
| +28% | +$49.6K | ﹤0.01% | 1124 |
|
|
2014
Q3 | $156K | Sell |
11,371
-5,934
| -34% | -$90.8K | ﹤0.01% | 1207 |
|
|
2014
Q2 | $266K | Buy |
17,305
+7,671
| +80% | +$109K | ﹤0.01% | 896 |
|
|
2014
Q1 | $164K | Sell |
9,634
-3,000
| -24% | -$45.3K | ﹤0.01% | 1102 |
|
|
2013
Q4 | $164K | Sell |
12,634
-1,700
| -12% | -$20.3K | ﹤0.01% | 951 |
|
|
2013
Q3 | $145K | Sell |
14,334
-100
| -0.7% | -$890 | ﹤0.01% | 908 |
|
|
2013
Q2 | $108K | Buy |
+14,434
| New | +$113K | ﹤0.01% | 942 |
|
Creative Planning's KERX Position: Q4 2018 in Review
Creative Planning sold out of Keryx Biopharmaceuticals Inc (KERX) in Q4 2018, closing a stake of 24,691 shares — an estimated $84K sold.
Creative Planning first reported a position in KERX in Q2 2013 and held it in 22 quarters. The position peaked at $266K in Q2 2017. 1 fund tracked by Wall St. Rank holds KERX as of Q4 2018.
- Creative Planning reported no remaining Keryx Biopharmaceuticals Inc position as of Q4 2018 after selling out during the quarter.
- Creative Planning sold 24,691 Keryx Biopharmaceuticals Inc shares in Q4 2018, an estimated $84K.
- Creative Planning first reported a position in Keryx Biopharmaceuticals Inc in Q2 2013 and held it in 22 quarters.
- Creative Planning's Keryx Biopharmaceuticals Inc position peaked at $266K in Q2 2017.
- 1 fund tracked by Wall St. Rank held Keryx Biopharmaceuticals Inc as of Q4 2018.
Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.