Lenox Wealth Advisors’s Alkermes ALKS Stock Holding History

Lenox Wealth Advisors’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
2018 Q2	–	Sell	-20	Closed	-$1K	–	543
2018 Q1	$1K	Buy	+20	New	+$1.17K	﹤0.01%	494

Other funds holding ALKS

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WIM

Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lenox Wealth Advisors's ALKS Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of Alkermes (ALKS) in Q2 2018, closing a stake of 20 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in ALKS in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 244 funds tracked by Wall St. Rank hold ALKS as of Q2 2018.

Lenox Wealth Advisors reported no remaining Alkermes position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 20 Alkermes shares in Q2 2018, an estimated $1K.
Lenox Wealth Advisors first reported a position in Alkermes in Q1 2018 and held it in 1 quarter.
Lenox Wealth Advisors's Alkermes position peaked at $1K in Q1 2018.
244 funds tracked by Wall St. Rank held Alkermes as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.