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Integrated Wealth Management (Palm Desert)’s Akebia Therapeutics AKBA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AKBA Stock Details AKBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,000
Closed -$9K – 259
2016
Q3 		$9K Hold
1,000
– – ﹤0.01% 775
2016
Q2 		$7K Hold
1,000
– – ﹤0.01% 835
2016
Q1 		$9K Buy
+1,000
New +$8.11K ﹤0.01% 718

Other funds holding AKBA

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACP
Acuta Capital Partners Redwood City, California $143M AUM 773.18% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AKBA Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Akebia Therapeutics (AKBA) in Q4 2016, closing a stake of 1,000 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AKBA in Q1 2016 and held it in 3 quarters. The position peaked at $9K in Q3 2016. 95 funds tracked by Wall St. Rank hold AKBA as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Akebia Therapeutics position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,000 Akebia Therapeutics shares in Q4 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Akebia Therapeutics in Q1 2016 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Akebia Therapeutics position peaked at $9K in Q3 2016.
  • 95 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.