MYIA
AGN

Mount Yale Investment Advisors’s Allergan plc AGN Stock Holding History

Mount Yale Investment Advisors’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
-400
Closed -$68K – 901
2018
Q3 		$68K Sell
400
-75
-16% -$13.8K 0.01% 552
2018
Q2 		$79K Buy
475
+75
+19% +$12K 0.02% 533
2018
Q1 		$67K Buy
+400
New +$67.1K 0.01% 562

Other funds holding AGN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Mount Yale Investment Advisors's AGN Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Allergan plc (AGN) in Q4 2018, closing a stake of 400 shares — an estimated $68K sold.

Mount Yale Investment Advisors first reported a position in AGN in Q1 2018 and held it in 3 quarters. The position peaked at $79K in Q2 2018. 1,007 funds tracked by Wall St. Rank hold AGN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Allergan plc position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 400 Allergan plc shares in Q4 2018, an estimated $68K.
  • Mount Yale Investment Advisors first reported a position in Allergan plc in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Allergan plc position peaked at $79K in Q2 2018.
  • 1,007 funds tracked by Wall St. Rank held Allergan plc as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.