WAM
KERX

Wealthspire Advisors (Maryland)’s Keryx Biopharmaceuticals Inc KERX Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-1,000
Closed -$7K – 2588
2017
Q2 		$7K Buy
+1,000
New +$6.25K ﹤0.01% 1687

Other funds holding KERX

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KERX Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Keryx Biopharmaceuticals Inc (KERX) in Q3 2017, closing a stake of 1,000 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in KERX in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 132 funds tracked by Wall St. Rank hold KERX as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Keryx Biopharmaceuticals Inc position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,000 Keryx Biopharmaceuticals Inc shares in Q3 2017, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Keryx Biopharmaceuticals Inc in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Keryx Biopharmaceuticals Inc position peaked at $7K in Q2 2017.
  • 132 funds tracked by Wall St. Rank held Keryx Biopharmaceuticals Inc as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.