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Keystone Financial Planning’s AstraZeneca AZN Stock Holding History

Keystone Financial Planning’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-85
Closed -$5K – 53
2013
Q4 		$5K Buy
+85
New +$4.62K ﹤0.01% 86

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Keystone Financial Planning's AZN Position: Q1 2014 in Review

Keystone Financial Planning sold out of AstraZeneca (AZN) in Q1 2014, closing a stake of 85 shares — an estimated $5K sold.

Keystone Financial Planning first reported a position in AZN in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 388 funds tracked by Wall St. Rank hold AZN as of Q1 2014.

  • Keystone Financial Planning reported no remaining AstraZeneca position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 85 AstraZeneca shares in Q1 2014, an estimated $5K.
  • Keystone Financial Planning first reported a position in AstraZeneca in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's AstraZeneca position peaked at $5K in Q4 2013.
  • 388 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.