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Eagle Global Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Eagle Global 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
2017
Q3 		– Sell
-2,802
Closed -$219K – 368
2017
Q2 		$219K Buy
+2,802
New +$231K 0.01% 352
2013
Q4 		– Sell
-7,000
Closed -$377K – 250
2013
Q3 		$377K Hold
7,000
– – 0.01% 181
2013
Q2 		$309K Buy
+7,000
New +$341K 0.01% 182

Other funds holding WBA

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eagle Global Advisors's WBA Position: Q3 2017 in Review

Eagle Global Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2017, closing a stake of 2,802 shares — an estimated $219K sold.

Eagle Global Advisors first reported a position in WBA in Q2 2013 and held it in 3 quarters. The position peaked at $377K in Q3 2013. 1,282 funds tracked by Wall St. Rank hold WBA as of Q3 2017.

  • Eagle Global Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 2,802 Walgreens Boots Alliance shares in Q3 2017, an estimated $219K.
  • Eagle Global Advisors first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 3 quarters.
  • Eagle Global Advisors's Walgreens Boots Alliance position peaked at $377K in Q3 2013.
  • 1,282 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.