LFS
WBA

Legacy Financial Strategies’s Walgreens Boots Alliance WBA Stock Holding History

Legacy Financial Strategies’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
2018
Q1 		– Sell
-3,644
Closed -$265K – 106
2017
Q4 		$265K Buy
+3,644
New +$257K 0.28% 80

Other funds holding WBA

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Strategies's WBA Position: Q1 2018 in Review

Legacy Financial Strategies sold out of Walgreens Boots Alliance (WBA) in Q1 2018, closing a stake of 3,644 shares — an estimated $265K sold.

Legacy Financial Strategies first reported a position in WBA in Q4 2017 and held it in 1 quarter. The position peaked at $265K in Q4 2017. 1,315 funds tracked by Wall St. Rank hold WBA as of Q1 2018.

  • Legacy Financial Strategies reported no remaining Walgreens Boots Alliance position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 3,644 Walgreens Boots Alliance shares in Q1 2018, an estimated $265K.
  • Legacy Financial Strategies first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Strategies's Walgreens Boots Alliance position peaked at $265K in Q4 2017.
  • 1,315 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2018.

Based on Legacy Financial Strategies's 13F filing for Q1 2018, filed 14 May 2018.