MWM
AGN

MinichMacGregor Wealth Management’s Allergan plc AGN Stock Holding History

MinichMacGregor Wealth Management’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
2018
Q4 		– Sell
-6
Closed -$1K – 579
2018
Q3 		$1K Buy
+6
New +$1.1K ﹤0.01% 510
2018
Q2 		– Sell
-4
Closed – – 611
2018
Q1 		$0 Hold
4
– – ﹤0.01% 577
2017
Q4 		$0 Buy
4
+1
+33% +$179 ﹤0.01% 545
2017
Q3 		$0 Hold
3
– – ﹤0.01% 540
2017
Q2 		$0 Buy
+3
New +$705 ﹤0.01% 540
2016
Q4 		– Sell
-6
Closed -$1K – 525
2016
Q3 		$1K Buy
+6
New +$1.47K ﹤0.01% 442
2016
Q1 		– Sell
-6
Closed -$1K – 502
2015
Q4 		$1K Buy
+6
New +$1.79K ﹤0.01% 366

Other funds holding AGN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

MinichMacGregor Wealth Management's AGN Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Allergan plc (AGN) in Q4 2018, closing a stake of 6 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in AGN in Q4 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2018. 1,007 funds tracked by Wall St. Rank hold AGN as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Allergan plc position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 6 Allergan plc shares in Q4 2018, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in Allergan plc in Q4 2015 and held it in 7 quarters.
  • MinichMacGregor Wealth Management's Allergan plc position peaked at $1K in Q3 2018.
  • 1,007 funds tracked by Wall St. Rank held Allergan plc as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.