GWCM
AGN

Godshalk Welsh Capital Management’s Allergan Inc AGN Stock Holding History

Godshalk Welsh Capital 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
2015
Q3 		– Sell
-1,000
Closed -$303K – 144
2015
Q2 		$303K Buy
+1,000
New +$303K 0.31% 113

Other funds holding AGN

PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
MMPW
Mitchell McLeod Pugh & Williams Mobile, Alabama $678M AUM 23.02% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
POA
Pergamon Offshore Advisors New York $91.8M AUM 13.29% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
LCM
Liberty Capital Management Birmingham, Michigan $582M AUM

Godshalk Welsh Capital Management's AGN Position: Q3 2015 in Review

Godshalk Welsh Capital Management sold out of Allergan Inc (AGN) in Q3 2015, closing a stake of 1,000 shares — an estimated $303K sold.

Godshalk Welsh Capital Management first reported a position in AGN in Q2 2015 and held it in 1 quarter. The position peaked at $303K in Q2 2015. 27 funds tracked by Wall St. Rank hold AGN as of Q3 2015.

  • Godshalk Welsh Capital Management reported no remaining Allergan Inc position as of Q3 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 1,000 Allergan Inc shares in Q3 2015, an estimated $303K.
  • Godshalk Welsh Capital Management first reported a position in Allergan Inc in Q2 2015 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Allergan Inc position peaked at $303K in Q2 2015.
  • 27 funds tracked by Wall St. Rank held Allergan Inc as of Q3 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.