WA
AGN

Wealth Architects’s Allergan Inc AGN Stock Holding History

Wealth Architects’s Portfolio AGN Stock Details AGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,280
Closed -$272K – 104
2014
Q4 		$272K Buy
+1,280
New +$255K 0.16% 77

Other funds holding AGN

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Wealth Architects's AGN Position: Q1 2015 in Review

Wealth Architects sold out of Allergan Inc (AGN) in Q1 2015, closing a stake of 1,280 shares — an estimated $272K sold.

Wealth Architects first reported a position in AGN in Q4 2014 and held it in 1 quarter. The position peaked at $272K in Q4 2014. 5 funds tracked by Wall St. Rank hold AGN as of Q1 2015.

  • Wealth Architects reported no remaining Allergan Inc position as of Q1 2015 after selling out during the quarter.
  • Wealth Architects sold 1,280 Allergan Inc shares in Q1 2015, an estimated $272K.
  • Wealth Architects first reported a position in Allergan Inc in Q4 2014 and held it in 1 quarter.
  • Wealth Architects's Allergan Inc position peaked at $272K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held Allergan Inc as of Q1 2015.

Based on Wealth Architects's 13F filing for Q1 2015, filed 28 Apr 2015.