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Signature Wealth Management Group’s Walgreens Boots Alliance WBA Stock Holding History

Signature Wealth Management Group’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
2018
Q4 		– Sell
-850
Closed -$65K – 298
2018
Q3 		$65K Hold
850
– – 0.05% 99
2018
Q2 		$51K Hold
850
– – 0.04% 103
2018
Q1 		$56K Hold
850
– – 0.04% 97
2017
Q4 		$62K Buy
+850
New +$59.9K 0.05% 94

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Signature Wealth Management Group's WBA Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Walgreens Boots Alliance (WBA) in Q4 2018, closing a stake of 850 shares — an estimated $65K sold.

Signature Wealth Management Group first reported a position in WBA in Q4 2017 and held it in 4 quarters. The position peaked at $65K in Q3 2018. 1,404 funds tracked by Wall St. Rank hold WBA as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Walgreens Boots Alliance position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 850 Walgreens Boots Alliance shares in Q4 2018, an estimated $65K.
  • Signature Wealth Management Group first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Walgreens Boots Alliance position peaked at $65K in Q3 2018.
  • 1,404 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.