HCR Wealth Advisors’s Allergan plc AGN Stock Holding History

HCR Wealth Advisors’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
2017 Q1	–	Sell	-976	Closed	-$205K	–	164
2016 Q4	$205K	Buy	+976	New	+$202K	0.11%	136

Other funds holding AGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HCR Wealth Advisors's AGN Position: Q1 2017 in Review

HCR Wealth Advisors sold out of Allergan plc (AGN) in Q1 2017, closing a stake of 976 shares — an estimated $205K sold.

HCR Wealth Advisors first reported a position in AGN in Q4 2016 and held it in 1 quarter. The position peaked at $205K in Q4 2016. 1,104 funds tracked by Wall St. Rank hold AGN as of Q1 2017.

HCR Wealth Advisors reported no remaining Allergan plc position as of Q1 2017 after selling out during the quarter.
HCR Wealth Advisors sold 976 Allergan plc shares in Q1 2017, an estimated $205K.
HCR Wealth Advisors first reported a position in Allergan plc in Q4 2016 and held it in 1 quarter.
HCR Wealth Advisors's Allergan plc position peaked at $205K in Q4 2016.
1,104 funds tracked by Wall St. Rank held Allergan plc as of Q1 2017.

Based on HCR Wealth Advisors's 13F filing for Q1 2017, filed 11 May 2017.