Homrich & Berg’s Vertex Pharmaceuticals VRTX Stock Holding History

Homrich & Berg’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
2016 Q4	–	Sell	-2,521	Closed	-$220K	–	284
2016 Q3	$220K	Sell	2,521 -79	-3%	-$7.47K	0.02%	254
2016 Q2	$224K	Buy	+2,600	New	+$225K	0.02%	247
2015 Q3	–	Sell	-1,859	Closed	-$230K	–	279
2015 Q2	$230K	Buy	+1,859	New	+$234K	0.02%	238

Other funds holding VRTX

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Homrich & Berg's VRTX Position: Q4 2016 in Review

Homrich & Berg sold out of Vertex Pharmaceuticals (VRTX) in Q4 2016, closing a stake of 2,521 shares — an estimated $220K sold.

Homrich & Berg first reported a position in VRTX in Q2 2015 and held it in 3 quarters. The position peaked at $230K in Q2 2015. 483 funds tracked by Wall St. Rank hold VRTX as of Q4 2016.

Homrich & Berg reported no remaining Vertex Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
Homrich & Berg sold 2,521 Vertex Pharmaceuticals shares in Q4 2016, an estimated $220K.
Homrich & Berg first reported a position in Vertex Pharmaceuticals in Q2 2015 and held it in 3 quarters.
Homrich & Berg's Vertex Pharmaceuticals position peaked at $230K in Q2 2015.
483 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2016.

Based on Homrich & Berg's 13F filing for Q4 2016, filed 10 Feb 2017.