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Transform Wealth’s Teva Pharmaceuticals TEVA Stock Holding History

Transform Wealth’s Portfolio TEVA Stock Details TEVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-40,053
Closed -$1.28M – 166
2017
Q1 		$1.28M Buy
40,053
+2,784
+7% +$95K 0.48% 64
2016
Q4 		$1.35M Buy
37,269
+7,563
+25% +$302K 0.54% 56
2016
Q3 		$1.37M Sell
29,706
-2,620
-8% -$137K 0.59% 53
2016
Q2 		$1.62M Buy
+32,326
New +$1.72M 0.68% 37

Other funds holding TEVA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Transform Wealth's TEVA Position: Q2 2017 in Review

Transform Wealth sold out of Teva Pharmaceuticals (TEVA) in Q2 2017, closing a stake of 40,053 shares — an estimated $1.28M sold.

Transform Wealth first reported a position in TEVA in Q2 2016 and held it in 4 quarters. The position peaked at $1.62M in Q2 2016. 648 funds tracked by Wall St. Rank hold TEVA as of Q2 2017.

  • Transform Wealth reported no remaining Teva Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Transform Wealth sold 40,053 Teva Pharmaceuticals shares in Q2 2017, an estimated $1.28M.
  • Transform Wealth first reported a position in Teva Pharmaceuticals in Q2 2016 and held it in 4 quarters.
  • Transform Wealth's Teva Pharmaceuticals position peaked at $1.62M in Q2 2016.
  • 648 funds tracked by Wall St. Rank held Teva Pharmaceuticals as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.