SIG
WBA

Stanford Investment Group’s Walgreens Boots Alliance WBA Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-106
Closed -$9K – 298
2016
Q4 		$9K Hold
106
– – ﹤0.01% 313
2016
Q3 		$9K Buy
+106
New +$8.64K ﹤0.01% 330

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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stanford Investment Group's WBA Position: Q1 2017 in Review

Stanford Investment Group sold out of Walgreens Boots Alliance (WBA) in Q1 2017, closing a stake of 106 shares — an estimated $9K sold.

Stanford Investment Group first reported a position in WBA in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 1,307 funds tracked by Wall St. Rank hold WBA as of Q1 2017.

  • Stanford Investment Group reported no remaining Walgreens Boots Alliance position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 106 Walgreens Boots Alliance shares in Q1 2017, an estimated $9K.
  • Stanford Investment Group first reported a position in Walgreens Boots Alliance in Q3 2016 and held it in 2 quarters.
  • Stanford Investment Group's Walgreens Boots Alliance position peaked at $9K in Q4 2016.
  • 1,307 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.