ICAS
XOMA

Investors Capital Advisory Services’s Xoma XOMA Stock Holding History

Investors Capital Advisory Services’s Portfolio XOMA Stock Details XOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-533
Closed -$55K – 716
2014
Q1 		$55K Sell
533
-13
-2% -$1.89K 0.01% 637
2013
Q4 		$73K Buy
+546
New +$55K 0.02% 597

Other funds holding XOMA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Investors Capital Advisory Services's XOMA Position: Q2 2014 in Review

Investors Capital Advisory Services sold out of Xoma (XOMA) in Q2 2014, closing a stake of 533 shares — an estimated $55K sold.

Investors Capital Advisory Services first reported a position in XOMA in Q4 2013 and held it in 2 quarters. The position peaked at $73K in Q4 2013. 98 funds tracked by Wall St. Rank hold XOMA as of Q2 2014.

  • Investors Capital Advisory Services reported no remaining Xoma position as of Q2 2014 after selling out during the quarter.
  • Investors Capital Advisory Services sold 533 Xoma shares in Q2 2014, an estimated $55K.
  • Investors Capital Advisory Services first reported a position in Xoma in Q4 2013 and held it in 2 quarters.
  • Investors Capital Advisory Services's Xoma position peaked at $73K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held Xoma as of Q2 2014.

Based on Investors Capital Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.