Independent Portfolio Consultants’s AbbVie ABBV Stock Holding History

Independent Portfolio Consultants’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$372K	Sell	5,125 -3,560	-41%	-$239K	0.15%	208
2017 Q1	$566K	Sell	8,685 -1,645	-16%	-$103K	0.2%	183
2016 Q4	$647K	Sell	10,330 -90	-0.9%	-$5.49K	0.21%	172
2016 Q3	$657K	Buy	10,420 +395	+4%	+$25.6K	0.21%	176
2016 Q2	$621K	Sell	10,025 -1,980	-16%	-$121K	0.2%	182
2016 Q1	$686K	Buy	+12,005	New	+$669K	0.19%	157
2015 Q3	–	Sell	-995	Closed	-$67K	–	783
2015 Q2	$67K	Buy	995 +859	+632%	+$56.1K	0.01%	568
2015 Q1	$8K	Buy	+136	New	+$8.22K	﹤0.01%	735
2014 Q4	–	Sell	-164	Closed	-$9K	–	784
2014 Q3	$9K	Sell	164 -1,699	-91%	-$94.3K	﹤0.01%	749
2014 Q2	$105K	Buy	+1,863	New	+$97.7K	0.03%	515

Other funds holding ABBV

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Portfolio Consultants's ABBV Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its AbbVie (ABBV) stake by 41% in Q2 2017, selling an estimated $239K and leaving 5,125 shares worth $372K. The position accounts for 0.15% of the portfolio, ranked #208.

Independent Portfolio Consultants first reported a position in ABBV in Q2 2014 and has held it in 10 quarters since. The position peaked at $686K in Q1 2016. 1,763 funds tracked by Wall St. Rank hold ABBV as of Q2 2017.

Independent Portfolio Consultants held 5,125 shares of AbbVie worth $372K as of Q2 2017.
Independent Portfolio Consultants sold 3,560 AbbVie shares in Q2 2017, an estimated $239K.
AbbVie made up 0.15% of Independent Portfolio Consultants's portfolio in Q2 2017, its #208 holding.
Independent Portfolio Consultants first reported a position in AbbVie in Q2 2014 and has held it in 10 quarters since.
Independent Portfolio Consultants's AbbVie position peaked at $686K in Q1 2016.
1,763 funds tracked by Wall St. Rank held AbbVie as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.