IMA Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

IMA Advisory Services’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
2018 Q3	–	Sell	-60	Closed	-$4K	–	468
2018 Q2	$4K	Buy	+60	New	+$3.86K	﹤0.01%	367
2017 Q2	–	Sell	-9,103	Closed	-$756K	–	141
2017 Q1	$756K	Sell	9,103 -78	-0.8%	-$6.54K	0.38%	83
2016 Q4	$760K	Sell	9,181 -2,157	-19%	-$178K	0.47%	68
2016 Q3	$914K	Buy	11,338 +691	+6%	+$56.3K	0.52%	62
2016 Q2	$887K	Sell	10,647 -530	-5%	-$42.8K	0.56%	64
2016 Q1	$911K	Buy	11,177 +1,177	+12%	+$94K	0.53%	66
2015 Q4	$821K	Buy	+10,000	New	+$849K	0.5%	62

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IMA Advisory Services's WBA Position: Q3 2018 in Review

IMA Advisory Services sold out of Walgreens Boots Alliance (WBA) in Q3 2018, closing a stake of 60 shares — an estimated $4K sold.

IMA Advisory Services first reported a position in WBA in Q4 2015 and held it in 7 quarters. The position peaked at $914K in Q3 2016. 1,323 funds tracked by Wall St. Rank hold WBA as of Q3 2018.

IMA Advisory Services reported no remaining Walgreens Boots Alliance position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 60 Walgreens Boots Alliance shares in Q3 2018, an estimated $4K.
IMA Advisory Services first reported a position in Walgreens Boots Alliance in Q4 2015 and held it in 7 quarters.
IMA Advisory Services's Walgreens Boots Alliance position peaked at $914K in Q3 2016.
1,323 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.