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Lyons Wealth Management’s AbbVie ABBV Stock Holding History

Lyons Wealth Management’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,202
Closed -$764K – 48
2016
Q4 		$764K Buy
12,202
+179
+1% +$10.9K 1.04% 28
2016
Q3 		$760K Buy
+12,023
New +$778K 1.05% 29
2015
Q1 		– Sell
-17,271
Closed -$1.13M – 62
2014
Q4 		$1.13M Sell
17,271
-720
-4% -$45.4K 1.19% 19
2014
Q3 		$1.04M Buy
17,991
+377
+2% +$20.9K 1.11% 22
2014
Q2 		$995K Buy
17,614
+3,277
+23% +$172K 0.89% 26
2014
Q1 		$734K Buy
14,337
+3,221
+29% +$163K 0.64% 31
2013
Q4 		$589K Buy
11,116
+1,188
+12% +$58.4K 0.55% 23
2013
Q3 		$444K Buy
+9,928
New +$440K 0.4% 23

Other funds holding ABBV

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lyons Wealth Management's ABBV Position: Q1 2017 in Review

Lyons Wealth Management sold out of AbbVie (ABBV) in Q1 2017, closing a stake of 12,202 shares — an estimated $764K sold.

Lyons Wealth Management first reported a position in ABBV in Q3 2013 and held it in 8 quarters. The position peaked at $1.13M in Q4 2014. 1,727 funds tracked by Wall St. Rank hold ABBV as of Q1 2017.

  • Lyons Wealth Management reported no remaining AbbVie position as of Q1 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 12,202 AbbVie shares in Q1 2017, an estimated $764K.
  • Lyons Wealth Management first reported a position in AbbVie in Q3 2013 and held it in 8 quarters.
  • Lyons Wealth Management's AbbVie position peaked at $1.13M in Q4 2014.
  • 1,727 funds tracked by Wall St. Rank held AbbVie as of Q1 2017.

Based on Lyons Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.