UFA
WBA

US Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

US Financial 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
2016
Q2 		– Sell
-75
Closed -$6K – 394
2016
Q1 		$6K Hold
75
– – 0.01% 250
2015
Q4 		$6K Sell
75
-338
-82% -$28.7K 0.01% 370
2015
Q3 		$34K Buy
413
+338
+451% +$30.6K 0.06% 150
2015
Q2 		$6K Hold
75
– – 0.01% 274
2015
Q1 		$6K Hold
75
– – 0.01% 302
2014
Q4 		$6K Buy
+75
New +$5.01K 0.01% 279

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

US Financial Advisors's WBA Position: Q2 2016 in Review

US Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2016, closing a stake of 75 shares — an estimated $6K sold.

US Financial Advisors first reported a position in WBA in Q4 2014 and held it in 6 quarters. The position peaked at $34K in Q3 2015. 1,266 funds tracked by Wall St. Rank hold WBA as of Q2 2016.

  • US Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 75 Walgreens Boots Alliance shares in Q2 2016, an estimated $6K.
  • US Financial Advisors first reported a position in Walgreens Boots Alliance in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Walgreens Boots Alliance position peaked at $34K in Q3 2015.
  • 1,266 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.