Advisor Group’s West Pharmaceutical WST Stock Holding History

Advisor Group’s Portfolio WST Stock Details WST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2.87M	Buy	19,070 +1,541	+9%	+$224K	0.02%	650
2019 Q3	$2.49M	Sell	17,529 -504	-3%	-$69.4K	0.02%	669
2019 Q2	$2.26M	Buy	18,033 +1,299	+8%	+$153K	0.02%	708
2019 Q1	$1.84M	Buy	16,734 +4,199	+33%	+$437K	0.02%	753
2018 Q4	$1.23M	Buy	12,535 +1,916	+18%	+$208K	0.01%	844
2018 Q3	$1.31M	Buy	10,619 +3,511	+49%	+$394K	0.01%	827
2018 Q2	$705K	Buy	7,108 +752	+12%	+$69.2K	0.01%	1085
2018 Q1	$561K	Sell	6,356 -2,603	-29%	-$244K	0.01%	1237
2017 Q4	$884K	Buy	8,959 +981	+12%	+$96.2K	0.01%	974
2017 Q3	$767K	Sell	7,978 -18	-0.2%	-$1.63K	0.01%	960
2017 Q2	$756K	Buy	7,996 +1,724	+27%	+$159K	0.01%	899
2017 Q1	$513K	Buy	6,272 +228	+4%	+$19.1K	0.01%	1060
2016 Q4	$513K	Buy	6,044 +1,404	+30%	+$110K	0.01%	1007
2016 Q3	$346K	Buy	4,640 +915	+25%	+$72.6K	0.01%	1188
2016 Q2	$281K	Buy	+3,725	New	+$271K	0.01%	1228

Other funds holding WST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return