IA
AGN

IFP Advisors’s Allergan plc AGN Stock Holding History

IFP 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
2020
Q2 		– Sell
-760
Closed -$141K – 3066
2020
Q1 		$134K Buy
760
+39
+5% +$7.34K 0.01% 720
2019
Q4 		$137K Sell
721
-234
-25% -$42.2K 0.01% 792
2019
Q3 		$163K Buy
+955
New +$156K 0.01% 837
2019
Q1 		$30K Sell
197
-2,098
-91% -$304K ﹤0.01% 1180
2018
Q4 		$305K Sell
2,295
-120
-5% -$19.7K 0.02% 706
2018
Q3 		$460K Sell
2,415
-460
-16% -$84.5K 0.02% 702
2018
Q2 		$479K Sell
2,875
-1,370
-32% -$220K 0.02% 678
2018
Q1 		$694K Hold
4,245
– – 0.03% 506
2017
Q4 		$694K Sell
4,245
-970
-19% -$174K 0.03% 506
2017
Q3 		$1.07M Sell
5,215
-662
-11% -$154K 0.04% 427
2017
Q2 		$1.43M Sell
5,877
-3,829
-39% -$900K 0.06% 331
2017
Q1 		$2.32M Buy
9,706
+12
+0.1% +$2.79K 0.1% 219
2016
Q4 		$2.04M Sell
9,694
-903
-9% -$187K 0.1% 223
2016
Q3 		$2.44M Sell
10,597
-346
-3% -$84.5K 0.13% 176
2016
Q2 		$2.53M Buy
10,943
+10,746
+5,455% +$2.48M 0.14% 154
2016
Q1 		$30K Sell
197
-7,732
-98% -$2.21M ﹤0.01% 1179
2015
Q4 		$2.48M Buy
+7,929
New +$2.36M 0.17% 130

Other funds holding AGN

AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
C
Cerebellum San Francisco, California $21.5M AUM
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JJ
JDC-JSC New York $20.8M AUM 30.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

IFP Advisors's AGN Position: Q2 2020 in Review

IFP Advisors sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 760 shares — an estimated $141K sold.

IFP Advisors first reported a position in AGN in Q4 2015 and held it in 17 quarters. The position peaked at $2.53M in Q2 2016. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • IFP Advisors reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • IFP Advisors sold 760 Allergan plc shares in Q2 2020, an estimated $141K.
  • IFP Advisors first reported a position in Allergan plc in Q4 2015 and held it in 17 quarters.
  • IFP Advisors's Allergan plc position peaked at $2.53M in Q2 2016.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.