CWM
AGN

Cedar Wealth Management’s Allergan plc AGN Stock Holding History

Cedar Wealth Management’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
2018
Q4 		– Sell
-11
Closed -$2K – 193
2018
Q3 		$2K Hold
11
– – ﹤0.01% 161
2018
Q2 		$2K Hold
11
– – ﹤0.01% 199
2018
Q1 		$2K Buy
+11
New +$1.84K ﹤0.01% 131
2017
Q4 		– Sell
-3
Closed -$1K – 155
2017
Q3 		$1K Hold
3
– – ﹤0.01% 137
2017
Q2 		$1K Sell
3
-50
-94% -$11.7K ﹤0.01% 140
2017
Q1 		$13K Buy
+53
New +$12.3K 0.01% 102

Other funds holding AGN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Cedar Wealth Management's AGN Position: Q4 2018 in Review

Cedar Wealth Management sold out of Allergan plc (AGN) in Q4 2018, closing a stake of 11 shares — an estimated $2K sold.

Cedar Wealth Management first reported a position in AGN in Q1 2017 and held it in 6 quarters. The position peaked at $13K in Q1 2017. 1,007 funds tracked by Wall St. Rank hold AGN as of Q4 2018.

  • Cedar Wealth Management reported no remaining Allergan plc position as of Q4 2018 after selling out during the quarter.
  • Cedar Wealth Management sold 11 Allergan plc shares in Q4 2018, an estimated $2K.
  • Cedar Wealth Management first reported a position in Allergan plc in Q1 2017 and held it in 6 quarters.
  • Cedar Wealth Management's Allergan plc position peaked at $13K in Q1 2017.
  • 1,007 funds tracked by Wall St. Rank held Allergan plc as of Q4 2018.

Based on Cedar Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.