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WFG Advisors’s Akebia Therapeutics AKBA Stock Holding History

WFG Advisors’s Portfolio AKBA Stock Details AKBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$1K – 1480
2016
Q4 		$1K Hold
100
– – ﹤0.01% 1455
2016
Q3 		$1K Hold
100
– – ﹤0.01% 1444
2016
Q2 		$1K Hold
100
– – ﹤0.01% 1428
2016
Q1 		$1K Hold
100
– – ﹤0.01% 1389
2015
Q4 		$1K Hold
100
– – ﹤0.01% 1425
2015
Q3 		$1K Hold
100
– – ﹤0.01% 1469
2015
Q2 		$1K Hold
100
– – ﹤0.01% 1545
2015
Q1 		$1K Hold
100
– – ﹤0.01% 1609
2014
Q4 		$1K Hold
100
– – ﹤0.01% 1932
2014
Q3 		$2K Hold
100
– – ﹤0.01% 1841
2014
Q2 		$3K Buy
+100
New +$2.41K ﹤0.01% 1737

Other funds holding AKBA

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's AKBA Position: Q1 2017 in Review

WFG Advisors sold out of Akebia Therapeutics (AKBA) in Q1 2017, closing a stake of 100 shares — an estimated $1K sold.

WFG Advisors first reported a position in AKBA in Q2 2014 and held it in 11 quarters. The position peaked at $3K in Q2 2014. 89 funds tracked by Wall St. Rank hold AKBA as of Q1 2017.

  • WFG Advisors reported no remaining Akebia Therapeutics position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 100 Akebia Therapeutics shares in Q1 2017, an estimated $1K.
  • WFG Advisors first reported a position in Akebia Therapeutics in Q2 2014 and held it in 11 quarters.
  • WFG Advisors's Akebia Therapeutics position peaked at $3K in Q2 2014.
  • 89 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.