Beaumont Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Beaumont Financial Advisors’s Portfolio WBA Stock Details WBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-3,166	Closed	-$263K	–	196
2017 Q1	$263K	Buy	+3,166	New	+$266K	0.04%	158
2014 Q4	–	Sell	-3,495	Closed	-$207K	–	173
2014 Q3	$207K	Sell	3,495 -400	-10%	-$26.2K	0.01%	153
2014 Q2	$289K	Sell	3,895 -500	-11%	-$34.9K	0.02%	147
2014 Q1	$290K	Buy	4,395 +800	+22%	+$50.3K	0.02%	118
2013 Q4	$206K	Buy	+3,595	New	+$209K	0.02%	140

Other funds holding WBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beaumont Financial Advisors's WBA Position: Q2 2017 in Review

Beaumont Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2017, closing a stake of 3,166 shares — an estimated $263K sold.

Beaumont Financial Advisors first reported a position in WBA in Q4 2013 and held it in 5 quarters. The position peaked at $290K in Q1 2014. 1,294 funds tracked by Wall St. Rank hold WBA as of Q2 2017.

Beaumont Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2017 after selling out during the quarter.
Beaumont Financial Advisors sold 3,166 Walgreens Boots Alliance shares in Q2 2017, an estimated $263K.
Beaumont Financial Advisors first reported a position in Walgreens Boots Alliance in Q4 2013 and held it in 5 quarters.
Beaumont Financial Advisors's Walgreens Boots Alliance position peaked at $290K in Q1 2014.
1,294 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2017.

Based on Beaumont Financial Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.