Bruderman Asset Management’s AstraZeneca AZN Stock Holding History

Bruderman Asset Management’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1	Closed	–	–	653
2018 Q3	$0	Sell	1 -348	-100%	-$26.3K	﹤0.01%	350
2018 Q2	$24K	Hold	349	–	–	0.01%	257
2018 Q1	$24K	Buy	+349	New	+$24.2K	0.01%	263
2017 Q3	–	Sell	-335	Closed	-$23K	–	137
2017 Q2	$23K	Buy	+335	New	+$21.9K	0.01%	265
2017 Q1	–	Sell	-326	Closed	-$18K	–	132
2016 Q4	$18K	Hold	326	–	–	0.01%	278
2016 Q3	$21K	Buy	326 +5	+2%	+$327	0.01%	275
2016 Q2	$19K	Hold	321	–	–	0.01%	268
2016 Q1	$18K	Hold	321	–	–	0.01%	275
2015 Q4	$22K	Hold	321	–	–	0.01%	274
2015 Q3	$20K	Hold	321	–	–	0.01%	278
2015 Q2	$20K	Sell	321 -45	-12%	-$3.08K	0.01%	296
2015 Q1	$25K	Buy	+366	New	+$25.4K	0.01%	274

Other funds holding AZN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bruderman Asset Management's AZN Position: Q4 2018 in Review

Bruderman Asset Management sold out of AstraZeneca (AZN) in Q4 2018, closing a stake of 1 share.

Bruderman Asset Management first reported a position in AZN in Q1 2015 and held it in 12 quarters. The position peaked at $25K in Q1 2015. 557 funds tracked by Wall St. Rank hold AZN as of Q4 2018.

Bruderman Asset Management reported no remaining AstraZeneca position as of Q4 2018 after selling out during the quarter.
Bruderman Asset Management sold 1 AstraZeneca share in Q4 2018.
Bruderman Asset Management first reported a position in AstraZeneca in Q1 2015 and held it in 12 quarters.
Bruderman Asset Management's AstraZeneca position peaked at $25K in Q1 2015.
557 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2018.

Based on Bruderman Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.