SEIA
WBA

Signature Estate & Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Signature Estate & 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
2017
Q2 		– Sell
-2,376
Closed -$197K – 187
2017
Q1 		$197K Buy
+2,376
New +$199K 0.02% 144

Other funds holding WBA

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
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 $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Signature Estate & Investment Advisors's WBA Position: Q2 2017 in Review

Signature Estate & Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2017, closing a stake of 2,376 shares — an estimated $197K sold.

Signature Estate & Investment Advisors first reported a position in WBA in Q1 2017 and held it in 1 quarter. The position peaked at $197K in Q1 2017. 1,294 funds tracked by Wall St. Rank hold WBA as of Q2 2017.

  • Signature Estate & Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,376 Walgreens Boots Alliance shares in Q2 2017, an estimated $197K.
  • Signature Estate & Investment Advisors first reported a position in Walgreens Boots Alliance in Q1 2017 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Walgreens Boots Alliance position peaked at $197K in Q1 2017.
  • 1,294 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.