Investors Capital Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$937K Sell
11,267
-715
-6% -$57.7K 0.18% 156
2016
Q1
$1.01M Buy
11,982
+2,429
+25% +$194K 0.2% 141
2015
Q4
$812K Sell
9,553
-949
-9% -$80.6K 0.16% 190
2015
Q3
$871K Buy
10,502
+2,074
+25% +$188K 0.17% 162
2015
Q2
$711K Sell
8,428
-2,764
-25% -$238K 0.13% 225
2015
Q1
$946K Sell
11,192
-1,317
-11% -$105K 0.18% 163
2014
Q4
$952K Buy
12,509
+605
+5% +$40.4K 0.18% 159
2014
Q3
$704K Buy
11,904
+104
+0.9% +$6.82K 0.14% 211
2014
Q2
$874K Buy
11,800
+3,340
+39% +$233K 0.14% 225
2014
Q1
$557K Buy
8,460
+753
+10% +$47.3K 0.12% 252
2013
Q4
$441K Sell
7,707
-449
-6% -$26.1K 0.1% 287
2013
Q3
$438K Sell
8,156
-2,779
-25% -$140K 0.11% 270
2013
Q2
$482K Buy
+10,935
New +$533K 0.15% 199

Other funds holding WBA

Investors Capital Advisory Services's WBA Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Walgreens Boots Alliance (WBA) stake by 6% in Q2 2016, selling an estimated $57.7K and leaving 11,267 shares worth $937K. The position accounts for 0.18% of the portfolio, ranked #156.

Investors Capital Advisory Services first reported a position in WBA in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.01M in Q1 2016. 1,266 funds tracked by Wall St. Rank hold WBA as of Q2 2016.

  • Investors Capital Advisory Services held 11,267 shares of Walgreens Boots Alliance worth $937K as of Q2 2016.
  • Investors Capital Advisory Services sold 715 Walgreens Boots Alliance shares in Q2 2016, an estimated $57.7K.
  • Walgreens Boots Alliance made up 0.18% of Investors Capital Advisory Services's portfolio in Q2 2016, its #156 holding.
  • Investors Capital Advisory Services first reported a position in Walgreens Boots Alliance in Q2 2013 and has held it in 13 quarters since.
  • Investors Capital Advisory Services's Walgreens Boots Alliance position peaked at $1.01M in Q1 2016.
  • 1,266 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.