HCIA
WBA

Hochman Cole Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Hochman Cole Investment Advisors’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,149
Closed -$343K – 92
2016
Q4 		$343K Buy
4,149
+1,236
+42% +$102K 0.25% 60
2016
Q3 		$235K Buy
+2,913
New +$238K 0.18% 72

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hochman Cole Investment Advisors's WBA Position: Q1 2017 in Review

Hochman Cole Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2017, closing a stake of 4,149 shares — an estimated $343K sold.

Hochman Cole Investment Advisors first reported a position in WBA in Q3 2016 and held it in 2 quarters. The position peaked at $343K in Q4 2016. 1,307 funds tracked by Wall St. Rank hold WBA as of Q1 2017.

  • Hochman Cole Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2017 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 4,149 Walgreens Boots Alliance shares in Q1 2017, an estimated $343K.
  • Hochman Cole Investment Advisors first reported a position in Walgreens Boots Alliance in Q3 2016 and held it in 2 quarters.
  • Hochman Cole Investment Advisors's Walgreens Boots Alliance position peaked at $343K in Q4 2016.
  • 1,307 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2017.

Based on Hochman Cole Investment Advisors's 13F filing for Q1 2017, filed 27 Apr 2017.