CFA
AGN

Clarfeld Financial Advisors’s Allergan plc AGN Stock Holding History

Clarfeld Financial Advisors’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 		$5K Buy
+37
New +$6.07K ﹤0.01% 339

Other funds holding AGN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Clarfeld Financial Advisors's AGN Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Allergan plc (AGN) in Q4 2018: 37 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings.

1,007 funds tracked by Wall St. Rank hold AGN as of Q4 2018.

  • Clarfeld Financial Advisors held 37 shares of Allergan plc worth $5K as of Q4 2018.
  • Allergan plc was a new Clarfeld Financial Advisors position in Q4 2018.
  • Allergan plc made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #339 holding.
  • 1,007 funds tracked by Wall St. Rank held Allergan plc as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.