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Juncture Wealth Strategies’s Alkermes ALKS Stock Holding History

Juncture Wealth Strategies’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
2015
Q3 		– Sell
-10,700
Closed -$688K – 87
2015
Q2 		$688K Buy
10,700
+375
+4% +$22.9K 0.56% 43
2015
Q1 		$630K Sell
10,325
-19,679
-66% -$1.34M 0.52% 47
2014
Q4 		$1.76M Buy
+30,004
New +$1.53M 0.84% 29

Other funds holding ALKS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Juncture Wealth Strategies's ALKS Position: Q3 2015 in Review

Juncture Wealth Strategies sold out of Alkermes (ALKS) in Q3 2015, closing a stake of 10,700 shares — an estimated $688K sold.

Juncture Wealth Strategies first reported a position in ALKS in Q4 2014 and held it in 3 quarters. The position peaked at $1.76M in Q4 2014. 269 funds tracked by Wall St. Rank hold ALKS as of Q3 2015.

  • Juncture Wealth Strategies reported no remaining Alkermes position as of Q3 2015 after selling out during the quarter.
  • Juncture Wealth Strategies sold 10,700 Alkermes shares in Q3 2015, an estimated $688K.
  • Juncture Wealth Strategies first reported a position in Alkermes in Q4 2014 and held it in 3 quarters.
  • Juncture Wealth Strategies's Alkermes position peaked at $1.76M in Q4 2014.
  • 269 funds tracked by Wall St. Rank held Alkermes as of Q3 2015.

Based on Juncture Wealth Strategies's 13F filing for Q3 2015, filed 23 Oct 2015.