RIA
AGN

Regal Investment Advisors’s Allergan plc AGN Stock Holding History

Regal 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
-1,162
Closed -$221K – 382
2018
Q3 		$221K Buy
+1,162
New +$213K 0.05% 288
2015
Q4 		– Sell
-28
Closed -$7K – 965
2015
Q3 		$7K Buy
+28
New +$8.6K ﹤0.01% 768

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

Regal Investment Advisors's AGN Position: Q4 2018 in Review

Regal Investment Advisors sold out of Allergan plc (AGN) in Q4 2018, closing a stake of 1,162 shares — an estimated $221K sold.

Regal Investment Advisors first reported a position in AGN in Q3 2015 and held it in 2 quarters. The position peaked at $221K in Q3 2018. 1,007 funds tracked by Wall St. Rank hold AGN as of Q4 2018.

  • Regal Investment Advisors reported no remaining Allergan plc position as of Q4 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 1,162 Allergan plc shares in Q4 2018, an estimated $221K.
  • Regal Investment Advisors first reported a position in Allergan plc in Q3 2015 and held it in 2 quarters.
  • Regal Investment Advisors's Allergan plc position peaked at $221K in Q3 2018.
  • 1,007 funds tracked by Wall St. Rank held Allergan plc as of Q4 2018.

Based on Regal Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.