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WealthPLAN Partners’s Alkermes ALKS Stock Holding History

WealthPLAN Partners’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
-70
Closed -$3.02K – 952
2016
Q2 		$3.02K Buy
+70
New +$2.89K ﹤0.01% 2140
2015
Q4 		$5.56K Buy
+70
New +$4.9K ﹤0.01% 1311
2015
Q2 		– Sell
-70
Closed -$4K – 425
2015
Q1 		$4K Buy
+70
New +$4.78K ﹤0.01% 430

Other funds holding ALKS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's ALKS Position: Q3 2016 in Review

WealthPLAN Partners sold out of Alkermes (ALKS) in Q3 2016, closing a stake of 70 shares — an estimated $3.02K sold.

WealthPLAN Partners first reported a position in ALKS in Q1 2015 and held it in 3 quarters. The position peaked at $5.56K in Q4 2015. 261 funds tracked by Wall St. Rank hold ALKS as of Q3 2016.

  • WealthPLAN Partners reported no remaining Alkermes position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 70 Alkermes shares in Q3 2016, an estimated $3.02K.
  • WealthPLAN Partners first reported a position in Alkermes in Q1 2015 and held it in 3 quarters.
  • WealthPLAN Partners's Alkermes position peaked at $5.56K in Q4 2015.
  • 261 funds tracked by Wall St. Rank held Alkermes as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.