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Elite Wealth Management’s Emergent Biosolutions EBS Stock Holding History

Elite Wealth Management’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,055
Closed -$116K – 420
2013
Q4 		$116K Hold
5,055
– – 0.08% 97
2013
Q3 		$96K Buy
+5,055
New +$90.2K 0.08% 120

Other funds holding EBS

Bank of New York Mellon
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Vanguard Group
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BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elite Wealth Management's EBS Position: Q1 2014 in Review

Elite Wealth Management sold out of Emergent Biosolutions (EBS) in Q1 2014, closing a stake of 5,055 shares — an estimated $116K sold.

Elite Wealth Management first reported a position in EBS in Q3 2013 and held it in 2 quarters. The position peaked at $116K in Q4 2013. 168 funds tracked by Wall St. Rank hold EBS as of Q1 2014.

  • Elite Wealth Management reported no remaining Emergent Biosolutions position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 5,055 Emergent Biosolutions shares in Q1 2014, an estimated $116K.
  • Elite Wealth Management first reported a position in Emergent Biosolutions in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's Emergent Biosolutions position peaked at $116K in Q4 2013.
  • 168 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.