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Winch Advisory Services’s Viking Therapeutics VKTX Stock Holding History

Winch Advisory Services’s Portfolio VKTX Stock Details VKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$3K – 365
2018
Q3 		$3K Buy
+200
New +$2.38K ﹤0.01% 263

Other funds holding VKTX

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Winch Advisory Services's VKTX Position: Q4 2018 in Review

Winch Advisory Services sold out of Viking Therapeutics (VKTX) in Q4 2018, closing a stake of 200 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in VKTX in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 168 funds tracked by Wall St. Rank hold VKTX as of Q4 2018.

  • Winch Advisory Services reported no remaining Viking Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Winch Advisory Services sold 200 Viking Therapeutics shares in Q4 2018, an estimated $3K.
  • Winch Advisory Services first reported a position in Viking Therapeutics in Q3 2018 and held it in 1 quarter.
  • Winch Advisory Services's Viking Therapeutics position peaked at $3K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2018.

Based on Winch Advisory Services's 13F filing for Q4 2018, filed 5 Feb 2019.