Clearwater Capital Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Clearwater Capital 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	-2,512	Closed	-$164K	–	557
2018 Q1	$164K	Buy	+2,512	New	+$179K	0.03%	191
2016 Q4	–	Sell	-2,573	Closed	-$206K	–	150
2016 Q3	$206K	Hold	2,573	–	–	0.07%	138
2016 Q2	$210K	Buy	+2,573	New	+$208K	0.08%	127

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

Clearwater Capital Advisors's WBA Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2018, closing a stake of 2,512 shares — an estimated $164K sold.

Clearwater Capital Advisors first reported a position in WBA in Q2 2016 and held it in 3 quarters. The position peaked at $210K in Q2 2016. 1,303 funds tracked by Wall St. Rank hold WBA as of Q2 2018.

Clearwater Capital Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 2,512 Walgreens Boots Alliance shares in Q2 2018, an estimated $164K.
Clearwater Capital Advisors first reported a position in Walgreens Boots Alliance in Q2 2016 and held it in 3 quarters.
Clearwater Capital Advisors's Walgreens Boots Alliance position peaked at $210K in Q2 2016.
1,303 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.