Mosaic Family Wealth’s Alkermes ALKS Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-31	Closed	-$2K	–	684
2017 Q3	$2K	Buy	+31	New	+$1.66K	﹤0.01%	822

Other funds holding ALKS

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

Primecap Management Pasadena, California $169B AUM 114.72% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mosaic Family Wealth's ALKS Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Alkermes (ALKS) in Q4 2017, closing a stake of 31 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in ALKS in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 248 funds tracked by Wall St. Rank hold ALKS as of Q4 2017.

Mosaic Family Wealth reported no remaining Alkermes position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 31 Alkermes shares in Q4 2017, an estimated $2K.
Mosaic Family Wealth first reported a position in Alkermes in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Alkermes position peaked at $2K in Q3 2017.
248 funds tracked by Wall St. Rank held Alkermes as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.