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Plante Moran Financial Advisors’s Akebia Therapeutics AKBA Stock Holding History

Plante Moran Financial Advisors’s Portfolio AKBA Stock Details AKBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,000
Closed -$40K – 751
2018
Q2 		$40K Buy
4,000
+2,500
+167% +$25K 0.02% 375
2018
Q1 		$14K Hold
1,500
– – 0.01% 553
2017
Q4 		$22K Hold
1,500
– – 0.01% 484
2017
Q3 		$30K Hold
1,500
– – 0.02% 404
2017
Q2 		$22K Sell
1,500
-500
-25% -$6.34K 0.01% 453
2017
Q1 		$18K Buy
+2,000
New +$19.5K 0.01% 489

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Plante Moran Financial Advisors's AKBA Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of Akebia Therapeutics (AKBA) in Q3 2018, closing a stake of 4,000 shares — an estimated $40K sold.

Plante Moran Financial Advisors first reported a position in AKBA in Q1 2017 and held it in 6 quarters. The position peaked at $40K in Q2 2018. 130 funds tracked by Wall St. Rank hold AKBA as of Q3 2018.

  • Plante Moran Financial Advisors reported no remaining Akebia Therapeutics position as of Q3 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 4,000 Akebia Therapeutics shares in Q3 2018, an estimated $40K.
  • Plante Moran Financial Advisors first reported a position in Akebia Therapeutics in Q1 2017 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Akebia Therapeutics position peaked at $40K in Q2 2018.
  • 130 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.