PIA
WBA

Peachtree Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Peachtree Investment Advisors’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
Q3 		– Sell
-2,610
Closed -$220K – 253
2015
Q2 		$220K Hold
2,610
– – 0.16% 113
2015
Q1 		$221K Hold
2,610
– – 0.16% 123
2014
Q4 		$199K Hold
2,610
– – 0.13% 141
2014
Q3 		$155K Sell
2,610
-600
-19% -$39.4K 0.1% 149
2014
Q2 		$238K Hold
3,210
– – 0.16% 122
2014
Q1 		$212K Buy
+3,210
New +$202K 0.14% 125

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Peachtree Investment Advisors's WBA Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2015, closing a stake of 2,610 shares — an estimated $220K sold.

Peachtree Investment Advisors first reported a position in WBA in Q1 2014 and held it in 6 quarters. The position peaked at $238K in Q2 2014. 1,235 funds tracked by Wall St. Rank hold WBA as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 2,610 Walgreens Boots Alliance shares in Q3 2015, an estimated $220K.
  • Peachtree Investment Advisors first reported a position in Walgreens Boots Alliance in Q1 2014 and held it in 6 quarters.
  • Peachtree Investment Advisors's Walgreens Boots Alliance position peaked at $238K in Q2 2014.
  • 1,235 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.