SIM
WBA

Sadoff Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Sadoff Investment Management’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
2017
Q2 		– Sell
-2,700
Closed -$224K – 80
2017
Q1 		$224K Buy
+2,700
New +$226K 0.02% 75

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sadoff Investment Management's WBA Position: Q2 2017 in Review

Sadoff Investment Management sold out of Walgreens Boots Alliance (WBA) in Q2 2017, closing a stake of 2,700 shares — an estimated $224K sold.

Sadoff Investment Management first reported a position in WBA in Q1 2017 and held it in 1 quarter. The position peaked at $224K in Q1 2017. 1,294 funds tracked by Wall St. Rank hold WBA as of Q2 2017.

  • Sadoff Investment Management reported no remaining Walgreens Boots Alliance position as of Q2 2017 after selling out during the quarter.
  • Sadoff Investment Management sold 2,700 Walgreens Boots Alliance shares in Q2 2017, an estimated $224K.
  • Sadoff Investment Management first reported a position in Walgreens Boots Alliance in Q1 2017 and held it in 1 quarter.
  • Sadoff Investment Management's Walgreens Boots Alliance position peaked at $224K in Q1 2017.
  • 1,294 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2017.

Based on Sadoff Investment Management's 13F filing for Q2 2017, filed 24 Jul 2017.