III
AGN

Independent Investors Inc’s Allergan Inc AGN Stock Holding History

Independent Investors Inc’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
2016
Q1 		– Sell
-5,500
Closed -$1.72M – 81
2015
Q4 		$1.72M Buy
+5,500
New +$1.72M 0.83% 33

Other funds holding AGN

SGCM
Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
CK
Carnick & Kubik Colorado Springs, Colorado $334M AUM 1.52% 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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 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

Independent Investors Inc's AGN Position: Q1 2016 in Review

Independent Investors Inc sold out of Allergan Inc (AGN) in Q1 2016, closing a stake of 5,500 shares — an estimated $1.72M sold.

Independent Investors Inc first reported a position in AGN in Q4 2015 and held it in 1 quarter. The position peaked at $1.72M in Q4 2015. 23 funds tracked by Wall St. Rank hold AGN as of Q1 2016.

  • Independent Investors Inc reported no remaining Allergan Inc position as of Q1 2016 after selling out during the quarter.
  • Independent Investors Inc sold 5,500 Allergan Inc shares in Q1 2016, an estimated $1.72M.
  • Independent Investors Inc first reported a position in Allergan Inc in Q4 2015 and held it in 1 quarter.
  • Independent Investors Inc's Allergan Inc position peaked at $1.72M in Q4 2015.
  • 23 funds tracked by Wall St. Rank held Allergan Inc as of Q1 2016.

Based on Independent Investors Inc's 13F filing for Q1 2016, filed 22 Apr 2016.