LCP
AGN

Legacy Capital Partners’s Allergan Inc AGN Stock Holding History

Legacy Capital Partners’s Portfolio AGN Stock Details AGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,190
Closed -$524K – 118
2017
Q1 		$524K Buy
2,190
+250
+13% +$59.8K 0.29% 73
2016
Q4 		$408K Buy
+1,940
New +$408K 0.25% 83

Other funds holding AGN

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
MMPW
Mitchell McLeod Pugh & Williams Mobile, Alabama $678M AUM 23.02% 1-Year Est. Return
CAM
Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MA
Marshwinds Advisory St Simons Island, Georgia $187M AUM 1.79% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Legacy Capital Partners's AGN Position: Q2 2017 in Review

Legacy Capital Partners sold out of Allergan Inc (AGN) in Q2 2017, closing a stake of 2,190 shares — an estimated $524K sold.

Legacy Capital Partners first reported a position in AGN in Q4 2016 and held it in 2 quarters. The position peaked at $524K in Q1 2017. 13 funds tracked by Wall St. Rank hold AGN as of Q2 2017.

  • Legacy Capital Partners reported no remaining Allergan Inc position as of Q2 2017 after selling out during the quarter.
  • Legacy Capital Partners sold 2,190 Allergan Inc shares in Q2 2017, an estimated $524K.
  • Legacy Capital Partners first reported a position in Allergan Inc in Q4 2016 and held it in 2 quarters.
  • Legacy Capital Partners's Allergan Inc position peaked at $524K in Q1 2017.
  • 13 funds tracked by Wall St. Rank held Allergan Inc as of Q2 2017.

Based on Legacy Capital Partners's 13F filing for Q2 2017, filed 1 Aug 2017.