MFW
KERX

Mosaic Family Wealth’s Keryx Biopharmaceuticals Inc KERX Stock Holding History

Mosaic Family Wealth’s Portfolio KERX Stock Details KERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,500
Closed -$9K – 757
2016
Q4 		$9K Hold
1,500
– – ﹤0.01% 510
2016
Q3 		$8K Hold
1,500
– – ﹤0.01% 537
2016
Q2 		$10K Hold
1,500
– – ﹤0.01% 536
2016
Q1 		$7K Hold
1,500
– – ﹤0.01% 573
2015
Q4 		$7K Buy
+1,500
New +$7.13K ﹤0.01% 569

Other funds holding KERX

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Mosaic Family Wealth's KERX Position: Q1 2017 in Review

Mosaic Family Wealth sold out of Keryx Biopharmaceuticals Inc (KERX) in Q1 2017, closing a stake of 1,500 shares — an estimated $9K sold.

Mosaic Family Wealth first reported a position in KERX in Q4 2015 and held it in 5 quarters. The position peaked at $10K in Q2 2016. 119 funds tracked by Wall St. Rank hold KERX as of Q1 2017.

  • Mosaic Family Wealth reported no remaining Keryx Biopharmaceuticals Inc position as of Q1 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,500 Keryx Biopharmaceuticals Inc shares in Q1 2017, an estimated $9K.
  • Mosaic Family Wealth first reported a position in Keryx Biopharmaceuticals Inc in Q4 2015 and held it in 5 quarters.
  • Mosaic Family Wealth's Keryx Biopharmaceuticals Inc position peaked at $10K in Q2 2016.
  • 119 funds tracked by Wall St. Rank held Keryx Biopharmaceuticals Inc as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.