VFA
AGN.PRA

Valeo Financial Advisors’s Allergan plc AGN.PRA Stock Holding History

Valeo Financial Advisors’s Portfolio AGN.PRA Stock Details AGN.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,282
Closed -$752K – 1646
2017
Q4 		$752K Sell
1,282
-720
-36% -$465K 0.12% 118
2017
Q3 		$1.48M Buy
+2,002
New +$1.66M 0.33% 67

Other funds holding AGN.PRA

PWS
Peloton Wealth Strategists Indianapolis, Indiana $271M AUM 19.14% 1-Year Est. Return

Valeo Financial Advisors's AGN.PRA Position: Q1 2018 in Review

Valeo Financial Advisors sold out of Allergan plc (AGN.PRA) in Q1 2018, closing a stake of 1,282 shares — an estimated $752K sold.

Valeo Financial Advisors first reported a position in AGN.PRA in Q3 2017 and held it in 2 quarters. The position peaked at $1.48M in Q3 2017. 1 fund tracked by Wall St. Rank holds AGN.PRA as of Q1 2018.

  • Valeo Financial Advisors reported no remaining Allergan plc position as of Q1 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,282 Allergan plc shares in Q1 2018, an estimated $752K.
  • Valeo Financial Advisors first reported a position in Allergan plc in Q3 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's Allergan plc position peaked at $1.48M in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Allergan plc as of Q1 2018.

Based on Valeo Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.