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McNamara Financial Services’s Walgreens Boots Alliance WBA Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-430
Closed -$33K – 164
2014
Q4 		$33K Buy
+430
New +$28.7K 0.03% 100

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BlackRock Institutional Trust
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Franklin Resources
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Viking Global Investors
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Bank of New York Mellon
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Jana Partners
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

McNamara Financial Services's WBA Position: Q1 2015 in Review

McNamara Financial Services sold out of Walgreens Boots Alliance (WBA) in Q1 2015, closing a stake of 430 shares — an estimated $33K sold.

McNamara Financial Services first reported a position in WBA in Q4 2014 and held it in 1 quarter. The position peaked at $33K in Q4 2014. 1,192 funds tracked by Wall St. Rank hold WBA as of Q1 2015.

  • McNamara Financial Services reported no remaining Walgreens Boots Alliance position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 430 Walgreens Boots Alliance shares in Q1 2015, an estimated $33K.
  • McNamara Financial Services first reported a position in Walgreens Boots Alliance in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Walgreens Boots Alliance position peaked at $33K in Q4 2014.
  • 1,192 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.