Kanaly Trust’s Vertex Pharmaceuticals VRTX Stock Holding History

Kanaly Trust’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	$4K	Buy	53 +17	+47%	+$1.38K	﹤0.01%	710
2016 Q3	$3K	Sell	36 -5	-12%	-$473	﹤0.01%	751
2016 Q2	$4K	Buy	41 +1	+3%	+$86	﹤0.01%	683
2016 Q1	$3K	Sell	40 -37	-48%	-$3.35K	﹤0.01%	734
2015 Q4	$10K	Sell	77 -7	-8%	-$845	﹤0.01%	570
2015 Q3	$9K	Buy	84 +8	+11%	+$1.03K	﹤0.01%	561
2015 Q2	$9K	Buy	76 +53	+230%	+$6.68K	﹤0.01%	565
2015 Q1	$3K	Buy	23 +7	+44%	+$839	﹤0.01%	582
2014 Q4	$2K	Buy	+16	New	+$1.8K	﹤0.01%	646
2014 Q2	–	Sell	-14	Closed	-$1K	–	739
2014 Q1	$1K	Buy	+14	New	+$1.11K	﹤0.01%	677

Other funds holding VRTX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BFA

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

Kanaly Trust's VRTX Position: Q4 2016 in Review

Kanaly Trust increased its Vertex Pharmaceuticals (VRTX) stake by 47% in Q4 2016, buying an estimated $1.38K and bringing the position to 53 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Kanaly Trust first reported a position in VRTX in Q1 2014 and has held it in 10 quarters since. The position peaked at $10K in Q4 2015. 483 funds tracked by Wall St. Rank hold VRTX as of Q4 2016.

Kanaly Trust held 53 shares of Vertex Pharmaceuticals worth $4K as of Q4 2016.
Kanaly Trust bought 17 Vertex Pharmaceuticals shares in Q4 2016, an estimated $1.38K.
Vertex Pharmaceuticals made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #710 holding.
Kanaly Trust first reported a position in Vertex Pharmaceuticals in Q1 2014 and has held it in 10 quarters since.
Kanaly Trust's Vertex Pharmaceuticals position peaked at $10K in Q4 2015.
483 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.