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Vontobel Swiss Wealth Advisors’s AstraZeneca AZN Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,000
Closed -$217K – 72
2016
Q2 		$217K Buy
+4,000
New +$232K 0.13% 70

Other funds holding AZN

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's AZN Position: Q3 2016 in Review

Vontobel Swiss Wealth Advisors sold out of AstraZeneca (AZN) in Q3 2016, closing a stake of 4,000 shares — an estimated $217K sold.

Vontobel Swiss Wealth Advisors first reported a position in AZN in Q2 2016 and held it in 1 quarter. The position peaked at $217K in Q2 2016. 451 funds tracked by Wall St. Rank hold AZN as of Q3 2016.

  • Vontobel Swiss Wealth Advisors reported no remaining AstraZeneca position as of Q3 2016 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 4,000 AstraZeneca shares in Q3 2016, an estimated $217K.
  • Vontobel Swiss Wealth Advisors first reported a position in AstraZeneca in Q2 2016 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's AstraZeneca position peaked at $217K in Q2 2016.
  • 451 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2016.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.