Wealth Enhancement Advisory Services
AGN

Wealth Enhancement Advisory Services’s Allergan plc AGN Stock Holding History

Wealth Enhancement Advisory Services’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
2019
Q2 		– Sell
-7,859
Closed -$1.12M – 248
2019
Q1 		$1.12M Buy
+7,859
New +$1.14M 0.06% 127
2017
Q4 		– Sell
-3,396
Closed -$702K – 177
2017
Q3 		$702K Buy
+3,396
New +$790K 0.06% 134

Other funds holding AGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Wealth Enhancement Advisory Services's AGN Position: Q2 2019 in Review

Wealth Enhancement Advisory Services sold out of Allergan plc (AGN) in Q2 2019, closing a stake of 7,859 shares — an estimated $1.12M sold.

Wealth Enhancement Advisory Services first reported a position in AGN in Q3 2017 and held it in 2 quarters. The position peaked at $1.12M in Q1 2019. 971 funds tracked by Wall St. Rank hold AGN as of Q2 2019.

  • Wealth Enhancement Advisory Services reported no remaining Allergan plc position as of Q2 2019 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 7,859 Allergan plc shares in Q2 2019, an estimated $1.12M.
  • Wealth Enhancement Advisory Services first reported a position in Allergan plc in Q3 2017 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Allergan plc position peaked at $1.12M in Q1 2019.
  • 971 funds tracked by Wall St. Rank held Allergan plc as of Q2 2019.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2019, filed 2 Aug 2019.