FIM
AGN

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

GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.33B AUM 29.71% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
MMPW
Mitchell McLeod Pugh & Williams Mobile, Alabama $815M AUM 30.42% 1-Year Est. Return
CAM
Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Freedom Investment Management's AGN Position: Q1 2018 in Review

Freedom Investment Management sold out of Allergan Inc (AGN) in Q1 2018, closing a stake of 10,789 shares — an estimated $1.76M sold.

Freedom Investment Management first reported a position in AGN in Q3 2016 and held it in 6 quarters. The position peaked at $1.77M in Q2 2017. 9 funds tracked by Wall St. Rank hold AGN as of Q1 2018.

  • Freedom Investment Management reported no remaining Allergan Inc position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 10,789 Allergan Inc shares in Q1 2018, an estimated $1.76M.
  • Freedom Investment Management first reported a position in Allergan Inc in Q3 2016 and held it in 6 quarters.
  • Freedom Investment Management's Allergan Inc position peaked at $1.77M in Q2 2017.
  • 9 funds tracked by Wall St. Rank held Allergan Inc as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.