Oak Point Wealth Management’s AbbVie ABBV Stock Holding History

Oak Point 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
2018 Q1	$1.03M	Buy	11,269 +10,943	+3,357%	+$1.2M	1.05%	39
2017 Q4	$32K	Buy	+326	New	+$30.7K	0.03%	124

Other funds holding ABBV

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oak Point Wealth Management's ABBV Position: Q1 2018 in Review

Oak Point Wealth Management increased its AbbVie (ABBV) stake by 3,357% in Q1 2018, buying an estimated $1.2M and bringing the position to 11,269 shares worth $1.03M. The position accounts for 1.05% of the portfolio, ranked #39.

Oak Point Wealth Management first reported a position in ABBV in Q4 2017 and has held it in 2 quarters since. 2,016 funds tracked by Wall St. Rank hold ABBV as of Q1 2018.

Oak Point Wealth Management held 11,269 shares of AbbVie worth $1.03M as of Q1 2018.
Oak Point Wealth Management bought 10,943 AbbVie shares in Q1 2018, an estimated $1.2M.
AbbVie made up 1.05% of Oak Point Wealth Management's portfolio in Q1 2018, its #39 holding.
Oak Point Wealth Management first reported a position in AbbVie in Q4 2017 and has held it in 2 quarters since.
2,016 funds tracked by Wall St. Rank held AbbVie as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.