TA
WBA

Tiedemann Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Tiedemann 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
Q4 		– Sell
-3,930
Closed -$316K – 343
2017
Q3 		$316K Sell
3,930
-7,447
-65% -$597K 0.03% 276
2017
Q2 		$891K Sell
11,377
-1,561
-12% -$128K 0.06% 228
2017
Q1 		$1.07M Sell
12,938
-931
-7% -$78.1K 0.09% 179
2016
Q4 		$1.15M Buy
13,869
+3,825
+38% +$316K 0.11% 131
2016
Q3 		$828K Buy
+10,044
New +$819K 0.17% 69

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Tiedemann Advisors's WBA Position: Q4 2017 in Review

Tiedemann Advisors sold out of Walgreens Boots Alliance (WBA) in Q4 2017, closing a stake of 3,930 shares — an estimated $316K sold.

Tiedemann Advisors first reported a position in WBA in Q3 2016 and held it in 5 quarters. The position peaked at $1.15M in Q4 2016. 1,321 funds tracked by Wall St. Rank hold WBA as of Q4 2017.

  • Tiedemann Advisors reported no remaining Walgreens Boots Alliance position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 3,930 Walgreens Boots Alliance shares in Q4 2017, an estimated $316K.
  • Tiedemann Advisors first reported a position in Walgreens Boots Alliance in Q3 2016 and held it in 5 quarters.
  • Tiedemann Advisors's Walgreens Boots Alliance position peaked at $1.15M in Q4 2016.
  • 1,321 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.