Waddell & Reed Financial’s Alkermes ALKS Stock Holding History

Waddell & Reed Financial’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
2016 Q3	–	Sell	-25,600	Closed	-$28K	–	591
2016 Q2	$28K	Buy	+25,600	New	+$1.06M	﹤0.01%	580

Other funds holding ALKS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WIM

Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waddell & Reed Financial's ALKS Position: Q3 2017 in Review

Waddell & Reed Financial sold out of Alkermes (ALKS) in Q3 2017, closing a stake of 1,535,470 shares — an estimated $89M sold.

Waddell & Reed Financial first reported a position in ALKS in Q4 2013 and held it in 15 quarters. The position peaked at $161M in Q4 2015. 244 funds tracked by Wall St. Rank hold ALKS as of Q3 2017.

Waddell & Reed Financial reported no remaining Alkermes position as of Q3 2017 after selling out during the quarter.
Waddell & Reed Financial sold 1,535,470 Alkermes shares in Q3 2017, an estimated $89M.
Waddell & Reed Financial first reported a position in Alkermes in Q4 2013 and held it in 15 quarters.
Waddell & Reed Financial's Alkermes position peaked at $161M in Q4 2015.
244 funds tracked by Wall St. Rank held Alkermes as of Q3 2017.

Based on Waddell & Reed Financial's 13F filing for Q3 2017, filed 14 Nov 2017.