Cavalier Investments’s Allergan plc AGN Stock Holding History

Cavalier Investments’s Portfolio AGN Stock Details AGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-840	Closed	-$204K	–	194
2017 Q2	$204K	Buy	+840	New	+$197K	0.11%	140

Other funds holding AGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Cavalier Investments's AGN Position: Q3 2017 in Review

Cavalier Investments sold out of Allergan plc (AGN) in Q3 2017, closing a stake of 840 shares — an estimated $204K sold.

Cavalier Investments first reported a position in AGN in Q2 2017 and held it in 1 quarter. The position peaked at $204K in Q2 2017. 1,090 funds tracked by Wall St. Rank hold AGN as of Q3 2017.

Cavalier Investments reported no remaining Allergan plc position as of Q3 2017 after selling out during the quarter.
Cavalier Investments sold 840 Allergan plc shares in Q3 2017, an estimated $204K.
Cavalier Investments first reported a position in Allergan plc in Q2 2017 and held it in 1 quarter.
Cavalier Investments's Allergan plc position peaked at $204K in Q2 2017.
1,090 funds tracked by Wall St. Rank held Allergan plc as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.