Clear Perspective Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Clear Perspective 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 Q2	–	Sell	-64	Closed	-$4K	–	516
2018 Q1	$4K	Sell	64 -5	-7%	-$357	﹤0.01%	423
2017 Q4	$5K	Hold	69	–	–	﹤0.01%	394
2017 Q3	$5K	Hold	69	–	–	﹤0.01%	392
2017 Q2	$5K	Hold	69	–	–	﹤0.01%	392
2017 Q1	$6K	Hold	69	–	–	﹤0.01%	346
2016 Q4	$6K	Buy	+69	New	+$5.71K	﹤0.01%	341

Other funds holding WBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Clear Perspective Advisors's WBA Position: Q2 2018 in Review

Clear Perspective Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2018, closing a stake of 64 shares — an estimated $4K sold.

Clear Perspective Advisors first reported a position in WBA in Q4 2016 and held it in 6 quarters. The position peaked at $6K in Q1 2017. 1,303 funds tracked by Wall St. Rank hold WBA as of Q2 2018.

Clear Perspective Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 64 Walgreens Boots Alliance shares in Q2 2018, an estimated $4K.
Clear Perspective Advisors first reported a position in Walgreens Boots Alliance in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's Walgreens Boots Alliance position peaked at $6K in Q1 2017.
1,303 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.