FGC
AGN

Financial Gravity Companies’s Allergan plc AGN Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$277K Buy
+1,926
New +$316K 0.25% 82
2018
Q1 		$39K Buy
261
+204
+358% +$34.2K 0.04% 396
2017
Q4 		$10K Buy
+57
New +$10.2K 0.01% 574

Other funds holding AGN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Financial Gravity Companies's AGN Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Allergan plc (AGN) in Q4 2018: 1,926 shares worth $277K. The stake represents 0.25% of the portfolio and ranks #82 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AGN as recently as Q1 2018.

Financial Gravity Companies first reported a position in AGN in Q4 2017 and has held it in 3 quarters since. 1,007 funds tracked by Wall St. Rank hold AGN as of Q4 2018.

  • Financial Gravity Companies held 1,926 shares of Allergan plc worth $277K as of Q4 2018.
  • Allergan plc was a new Financial Gravity Companies position in Q4 2018.
  • Allergan plc made up 0.25% of Financial Gravity Companies's portfolio in Q4 2018, its #82 holding.
  • Financial Gravity Companies first reported a position in Allergan plc in Q4 2017 and has held it in 3 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Allergan plc as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.