MWM
AGN.PRA

Mascoma Wealth Management’s Allergan plc AGN.PRA Stock Holding History

Mascoma Wealth Management’s Portfolio AGN.PRA Stock Details AGN.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3
Closed -$2K – 393
2017
Q4 		$2K Hold
3
– – ﹤0.01% 354
2017
Q3 		$2K Hold
3
– – ﹤0.01% 374
2017
Q2 		$3K Hold
3
– – ﹤0.01% 362
2017
Q1 		$3K Hold
3
– – ﹤0.01% 329
2016
Q4 		$2K Buy
+3
New +$2.27K ﹤0.01% 351

Other funds holding AGN.PRA

PWS
Peloton Wealth Strategists Indianapolis, Indiana $271M AUM 19.14% 1-Year Est. Return

Mascoma Wealth Management's AGN.PRA Position: Q1 2018 in Review

Mascoma Wealth Management sold out of Allergan plc (AGN.PRA) in Q1 2018, closing a stake of 3 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in AGN.PRA in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q2 2017. 1 fund tracked by Wall St. Rank holds AGN.PRA as of Q1 2018.

  • Mascoma Wealth Management reported no remaining Allergan plc position as of Q1 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 3 Allergan plc shares in Q1 2018, an estimated $2K.
  • Mascoma Wealth Management first reported a position in Allergan plc in Q4 2016 and held it in 5 quarters.
  • Mascoma Wealth Management's Allergan plc position peaked at $3K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Allergan plc as of Q1 2018.

Based on Mascoma Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.