SCA
WBA

Stuart Chaussee & Associates’s Walgreens Boots Alliance WBA Stock Holding History

Stuart Chaussee & Associates’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
-181
Closed -$15K – 88
2016
Q4 		$15K Hold
181
– – 0.01% 46
2016
Q3 		$15K Hold
181
– – 0.01% 56
2016
Q2 		$15K Hold
181
– – 0.01% 54
2016
Q1 		$15K Sell
181
-61,273
-100% -$4.89M 0.01% 57
2015
Q4 		$5.23M Buy
+61,454
New +$5.22M 4.91% 7

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

Stuart Chaussee & Associates's WBA Position: Q1 2017 in Review

Stuart Chaussee & Associates sold out of Walgreens Boots Alliance (WBA) in Q1 2017, closing a stake of 181 shares — an estimated $15K sold.

Stuart Chaussee & Associates first reported a position in WBA in Q4 2015 and held it in 5 quarters. The position peaked at $5.23M in Q4 2015. 1,307 funds tracked by Wall St. Rank hold WBA as of Q1 2017.

  • Stuart Chaussee & Associates reported no remaining Walgreens Boots Alliance position as of Q1 2017 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 181 Walgreens Boots Alliance shares in Q1 2017, an estimated $15K.
  • Stuart Chaussee & Associates first reported a position in Walgreens Boots Alliance in Q4 2015 and held it in 5 quarters.
  • Stuart Chaussee & Associates's Walgreens Boots Alliance position peaked at $5.23M in Q4 2015.
  • 1,307 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2017.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2017, filed 8 May 2017.