UIA
KERX

UBP Investment Advisors’s Keryx Biopharmaceuticals Inc KERX Stock Holding History

UBP Investment Advisors’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
2018
Q1 		– Sell
-15,000
Closed -$70K – 57
2017
Q4 		$70K Buy
+15,000
New +$82.7K 0.08% 55

Other funds holding KERX

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

UBP Investment Advisors's KERX Position: Q1 2018 in Review

UBP Investment Advisors sold out of Keryx Biopharmaceuticals Inc (KERX) in Q1 2018, closing a stake of 15,000 shares — an estimated $70K sold.

UBP Investment Advisors first reported a position in KERX in Q4 2017 and held it in 1 quarter. The position peaked at $70K in Q4 2017. 125 funds tracked by Wall St. Rank hold KERX as of Q1 2018.

  • UBP Investment Advisors reported no remaining Keryx Biopharmaceuticals Inc position as of Q1 2018 after selling out during the quarter.
  • UBP Investment Advisors sold 15,000 Keryx Biopharmaceuticals Inc shares in Q1 2018, an estimated $70K.
  • UBP Investment Advisors first reported a position in Keryx Biopharmaceuticals Inc in Q4 2017 and held it in 1 quarter.
  • UBP Investment Advisors's Keryx Biopharmaceuticals Inc position peaked at $70K in Q4 2017.
  • 125 funds tracked by Wall St. Rank held Keryx Biopharmaceuticals Inc as of Q1 2018.

Based on UBP Investment Advisors's 13F filing for Q1 2018, filed 2 May 2018.