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Stevens First Principles Investment Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Stevens First Principles Investment Advisors’s Portfolio VRTX Stock Details VRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-400
Closed -$42K – 208
2015
Q3 		$42K Buy
400
+200
+100% +$25.7K 0.03% 124
2015
Q2 		$25K Hold
200
– – 0.02% 165
2015
Q1 		$24K Sell
200
-300
-60% -$35.9K 0.02% 155
2014
Q4 		$59K Sell
500
-100
-17% -$11.3K 0.04% 128
2014
Q3 		$67K Sell
600
-400
-40% -$38.1K 0.04% 134
2014
Q2 		$95K Sell
1,000
-300
-23% -$21K 0.05% 120
2014
Q1 		$92K Buy
1,300
+500
+63% +$39.6K 0.06% 115
2013
Q4 		$59K Buy
800
+600
+300% +$41.8K 0.04% 134
2013
Q3 		$15K Sell
200
-100
-33% -$7.96K 0.01% 168
2013
Q2 		$24K Buy
+300
New +$22.1K 0.02% 157

Other funds holding VRTX

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return