LFA
AGN

Legacy Financial Advisors’s Allergan plc AGN Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-132
Closed -$19K – 1028
2019
Q1 		$19K Buy
132
+44
+50% +$6.38K 0.01% 468
2018
Q4 		$12K Buy
88
+50
+132% +$8.2K ﹤0.01% 528
2018
Q3 		$7K Sell
38
-55
-59% -$10.1K ﹤0.01% 629
2018
Q2 		$16K Buy
93
+82
+745% +$13.2K 0.01% 422
2018
Q1 		$1K Sell
11
-834
-99% -$140K ﹤0.01% 801
2017
Q4 		$138K Buy
+845
New +$152K 0.06% 147

Other funds holding AGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Advisors's AGN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Allergan plc (AGN) in Q2 2019, closing a stake of 132 shares — an estimated $19K sold.

Legacy Financial Advisors first reported a position in AGN in Q4 2017 and held it in 6 quarters. The position peaked at $138K in Q4 2017. 971 funds tracked by Wall St. Rank hold AGN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Allergan plc position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 132 Allergan plc shares in Q2 2019, an estimated $19K.
  • Legacy Financial Advisors first reported a position in Allergan plc in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Allergan plc position peaked at $138K in Q4 2017.
  • 971 funds tracked by Wall St. Rank held Allergan plc as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.