CDIA
WBA

Capital Directions Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Capital Directions Investment 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
2018
Q3 		– Sell
-800
Closed -$48K – 236
2018
Q2 		$48K Buy
+800
New +$51.5K 0.02% 73

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capital Directions Investment Advisors's WBA Position: Q3 2018 in Review

Capital Directions Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2018, closing a stake of 800 shares — an estimated $48K sold.

Capital Directions Investment Advisors first reported a position in WBA in Q2 2018 and held it in 1 quarter. The position peaked at $48K in Q2 2018. 1,323 funds tracked by Wall St. Rank hold WBA as of Q3 2018.

  • Capital Directions Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 800 Walgreens Boots Alliance shares in Q3 2018, an estimated $48K.
  • Capital Directions Investment Advisors first reported a position in Walgreens Boots Alliance in Q2 2018 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Walgreens Boots Alliance position peaked at $48K in Q2 2018.
  • 1,323 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.