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Institute for Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-2,998
Closed -$236K – 393
2017
Q2 		$236K Buy
+2,998
New +$247K 0.06% 345

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Institute for Wealth Management's WBA Position: Q3 2017 in Review

Institute for Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2017, closing a stake of 2,998 shares — an estimated $236K sold.

Institute for Wealth Management first reported a position in WBA in Q2 2017 and held it in 1 quarter. The position peaked at $236K in Q2 2017. 1,282 funds tracked by Wall St. Rank hold WBA as of Q3 2017.

  • Institute for Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 2,998 Walgreens Boots Alliance shares in Q3 2017, an estimated $236K.
  • Institute for Wealth Management first reported a position in Walgreens Boots Alliance in Q2 2017 and held it in 1 quarter.
  • Institute for Wealth Management's Walgreens Boots Alliance position peaked at $236K in Q2 2017.
  • 1,282 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2017.

Based on Institute for Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.