BA
WBA

Bristlecone Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Bristlecone 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
Q4 		– Sell
-1,750
Closed -$135K – 261
2017
Q3 		$135K Buy
+1,750
New +$140K 0.04% 156
2016
Q2 		– Sell
-3,603
Closed -$303K – 159
2016
Q1 		$303K Sell
3,603
-830
-19% -$66.3K 0.12% 134
2015
Q4 		$377K Buy
+4,433
New +$377K 0.16% 123

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bristlecone Advisors's WBA Position: Q4 2017 in Review

Bristlecone Advisors sold out of Walgreens Boots Alliance (WBA) in Q4 2017, closing a stake of 1,750 shares — an estimated $135K sold.

Bristlecone Advisors first reported a position in WBA in Q4 2015 and held it in 3 quarters. The position peaked at $377K in Q4 2015. 1,321 funds tracked by Wall St. Rank hold WBA as of Q4 2017.

  • Bristlecone Advisors reported no remaining Walgreens Boots Alliance position as of Q4 2017 after selling out during the quarter.
  • Bristlecone Advisors sold 1,750 Walgreens Boots Alliance shares in Q4 2017, an estimated $135K.
  • Bristlecone Advisors first reported a position in Walgreens Boots Alliance in Q4 2015 and held it in 3 quarters.
  • Bristlecone Advisors's Walgreens Boots Alliance position peaked at $377K in Q4 2015.
  • 1,321 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.