Gideon Capital Advisors’s Alkermes ALKS Stock Holding History

Gideon Capital Advisors’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
2019 Q1	–	Sell	-15,743	Closed	-$465K	–	363
2018 Q4	$465K	Buy	+15,743	New	+$580K	0.19%	169
2018 Q3	–	Sell	-13,800	Closed	-$568K	–	337
2018 Q2	$568K	Buy	+13,800	New	+$628K	0.28%	110
2017 Q4	–	Sell	-10,077	Closed	-$512K	–	292
2017 Q3	$512K	Buy	10,077 +2,514	+33%	+$134K	0.5%	42
2017 Q2	$438K	Sell	7,563 -6,646	-47%	-$386K	0.48%	69
2017 Q1	$831K	Buy	14,209 +4,536	+47%	+$257K	0.49%	32
2016 Q4	$538K	Buy	+9,673	New	+$517K	0.34%	72
2014 Q4	–	Sell	-13,579	Closed	-$582K	–	209
2014 Q3	$582K	Buy	+13,579	New	+$609K	0.23%	136

Other funds holding ALKS

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Gideon Capital Advisors's ALKS Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Alkermes (ALKS) in Q1 2019, closing a stake of 15,743 shares — an estimated $465K sold.

Gideon Capital Advisors first reported a position in ALKS in Q3 2014 and held it in 7 quarters. The position peaked at $831K in Q1 2017. 220 funds tracked by Wall St. Rank hold ALKS as of Q1 2019.

Gideon Capital Advisors reported no remaining Alkermes position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 15,743 Alkermes shares in Q1 2019, an estimated $465K.
Gideon Capital Advisors first reported a position in Alkermes in Q3 2014 and held it in 7 quarters.
Gideon Capital Advisors's Alkermes position peaked at $831K in Q1 2017.
220 funds tracked by Wall St. Rank held Alkermes as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.