Independent Portfolio Consultants’s Walgreens Boots Alliance WBA Stock Holding History

Independent Portfolio Consultants’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 Q2	$19K	Buy	238 +43	+22%	+$3.54K	0.01%	616
2017 Q1	$16K	Sell	195 -207	-51%	-$17.4K	0.01%	686
2016 Q4	$33K	Buy	+402	New	+$33.2K	0.01%	581
2015 Q2	–	Sell	-95	Closed	-$8K	–	1040
2015 Q1	$8K	Buy	+95	New	+$7.57K	﹤0.01%	739

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Independent Portfolio Consultants increased its Walgreens Boots Alliance (WBA) stake by 22% in Q2 2017, buying an estimated $3.54K and bringing the position to 238 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #616.

Independent Portfolio Consultants first reported a position in WBA in Q1 2015 and has held it in 4 quarters since. The position peaked at $33K in Q4 2016. 1,294 funds tracked by Wall St. Rank hold WBA as of Q2 2017.

Independent Portfolio Consultants held 238 shares of Walgreens Boots Alliance worth $19K as of Q2 2017.
Independent Portfolio Consultants bought 43 Walgreens Boots Alliance shares in Q2 2017, an estimated $3.54K.
Walgreens Boots Alliance made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #616 holding.
Independent Portfolio Consultants first reported a position in Walgreens Boots Alliance in Q1 2015 and has held it in 4 quarters since.
Independent Portfolio Consultants's Walgreens Boots Alliance position peaked at $33K in Q4 2016.
1,294 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2017.

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