Freedom Investment Management’s Allergan Inc AGN Stock Holding History

Freedom Investment Management’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 Q1	–	Sell	-10,789	Closed	-$1.76M	–	1265
2017 Q4	$1.76M	Buy	10,789 +2,987	+38%	+$489K	0.09%	183
2017 Q3	$1.6M	Buy	7,802 +511	+7%	+$105K	0.09%	195
2017 Q2	$1.77M	Buy	7,291 +232	+3%	+$56.4K	0.1%	152
2017 Q1	$1.69M	Buy	7,059 +1,762	+33%	+$421K	0.1%	150
2016 Q4	$1.11M	Buy	5,297 +508	+11%	+$107K	0.07%	211
2016 Q3	$1.1M	Buy	+4,789	New	+$1.1M	0.07%	215

Other funds holding AGN

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return

Frontier Investment Management Dallas, Texas $1.61B AUM 1.86% 1-Year Est. Return

Mitchell McLeod Pugh & Williams Mobile, Alabama $678M AUM 23.02% 1-Year Est. Return

Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return