DSN
WBA

D. Scott Neal’s Walgreens Boots Alliance WBA Stock Holding History

D. Scott Neal’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
2016
Q3 		– Sell
-138
Closed -$11K – 200
2016
Q2 		$11K Buy
+138
New +$11.1K 0.01% 108

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

D. Scott Neal's WBA Position: Q3 2016 in Review

D. Scott Neal sold out of Walgreens Boots Alliance (WBA) in Q3 2016, closing a stake of 138 shares — an estimated $11K sold.

D. Scott Neal first reported a position in WBA in Q2 2016 and held it in 1 quarter. The position peaked at $11K in Q2 2016. 1,242 funds tracked by Wall St. Rank hold WBA as of Q3 2016.

  • D. Scott Neal reported no remaining Walgreens Boots Alliance position as of Q3 2016 after selling out during the quarter.
  • D. Scott Neal sold 138 Walgreens Boots Alliance shares in Q3 2016, an estimated $11K.
  • D. Scott Neal first reported a position in Walgreens Boots Alliance in Q2 2016 and held it in 1 quarter.
  • D. Scott Neal's Walgreens Boots Alliance position peaked at $11K in Q2 2016.
  • 1,242 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2016.

Based on D. Scott Neal's 13F filing for Q3 2016, filed 18 Oct 2016.