Creative Planning
AGN

Creative Planning’s Allergan plc AGN Stock Holding History

Creative Planning’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
2016
Q4 		– Sell
-500
Closed -$3K – 4958
2016
Q3 		$3K Buy
+500
New +$122K ﹤0.01% 4164

Other funds holding AGN

AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
C
Cerebellum San Francisco, California $21.5M AUM
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JJ
JDC-JSC New York $20.8M AUM 30.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Creative Planning's AGN Position: Q2 2020 in Review

Creative Planning sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 6,784 shares — an estimated $1.2M sold.

Creative Planning first reported a position in AGN in Q2 2013 and held it in 27 quarters. The position peaked at $7.4M in Q1 2015. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Creative Planning reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 6,784 Allergan plc shares in Q2 2020, an estimated $1.2M.
  • Creative Planning first reported a position in Allergan plc in Q2 2013 and held it in 27 quarters.
  • Creative Planning's Allergan plc position peaked at $7.4M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.