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Sheaff Brock Investment Advisors’s Alkermes ALKS Stock Holding History

Sheaff Brock Investment 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
Q1 		– Sell
-4,800
Closed -$263K – 553
2017
Q4 		$263K Buy
+4,800
New +$245K 0.03% 377

Other funds holding ALKS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sheaff Brock Investment Advisors's ALKS Position: Q1 2018 in Review

Sheaff Brock Investment Advisors sold out of Alkermes (ALKS) in Q1 2018, closing a stake of 4,800 shares — an estimated $263K sold.

Sheaff Brock Investment Advisors first reported a position in ALKS in Q4 2017 and held it in 1 quarter. The position peaked at $263K in Q4 2017. 271 funds tracked by Wall St. Rank hold ALKS as of Q1 2018.

  • Sheaff Brock Investment Advisors reported no remaining Alkermes position as of Q1 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 4,800 Alkermes shares in Q1 2018, an estimated $263K.
  • Sheaff Brock Investment Advisors first reported a position in Alkermes in Q4 2017 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Alkermes position peaked at $263K in Q4 2017.
  • 271 funds tracked by Wall St. Rank held Alkermes as of Q1 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2018, filed 3 May 2018.