IWMPD
XLRN

Integrated Wealth Management (Palm Desert)’s Acceleron Pharma XLRN Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio XLRN Stock Details XLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-300
Closed -$11K – 1114
2016
Q3 		$11K Hold
300
– – ﹤0.01% 748
2016
Q2 		$10K Hold
300
– – ﹤0.01% 773
2016
Q1 		$8K Hold
300
– – ﹤0.01% 772
2015
Q4 		$15K Buy
+300
New +$10.8K 0.01% 660

Other funds holding XLRN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Acceleron Pharma (XLRN) in Q4 2016, closing a stake of 300 shares — an estimated $11K sold.

Integrated Wealth Management (Palm Desert) first reported a position in XLRN in Q4 2015 and held it in 4 quarters. The position peaked at $15K in Q4 2015. 146 funds tracked by Wall St. Rank hold XLRN as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Acceleron Pharma position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 300 Acceleron Pharma shares in Q4 2016, an estimated $11K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Acceleron Pharma in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Acceleron Pharma position peaked at $15K in Q4 2015.
  • 146 funds tracked by Wall St. Rank held Acceleron Pharma as of Q4 2016.

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