WealthPLAN Partners’s Walgreens Boots Alliance WBA Stock Holding History

WealthPLAN Partners’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
2019 Q1	–	Sell	-2,837	Closed	-$208K	–	269
2018 Q4	$208K	Sell	2,837 -199	-7%	-$15.4K	0.03%	239
2018 Q3	$242K	Buy	+3,036	New	+$206K	0.04%	212
2018 Q1	–	Sell	-4,335	Closed	-$315K	–	286
2017 Q4	$315K	Sell	4,335 -270	-6%	-$19K	0.08%	154
2017 Q3	$356K	Sell	4,605 -59	-1%	-$4.73K	0.1%	136
2017 Q2	$365K	Buy	4,664 +4,514	+3,009%	+$371K	0.1%	124
2017 Q1	$12.2K	Buy	+150	New	+$12.6K	0.04%	240
2016 Q3	$326K	Sell	4,060 -1,033	-20%	-$84.2K	0.11%	111
2016 Q2	$338K	Buy	+5,093	New	+$411K	0.04%	268
2015 Q4	$307K	Buy	+12,200	New	+$1.04M	0.05%	205
2015 Q2	$42K	Buy	500 +100	+25%	+$8.62K	0.02%	191
2015 Q1	$34K	Buy	+400	New	+$31.9K	0.02%	275

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

WealthPLAN Partners's WBA Position: Q1 2019 in Review

WealthPLAN Partners sold out of Walgreens Boots Alliance (WBA) in Q1 2019, closing a stake of 2,837 shares — an estimated $208K sold.

WealthPLAN Partners first reported a position in WBA in Q1 2015 and held it in 11 quarters. The position peaked at $365K in Q2 2017. 1,369 funds tracked by Wall St. Rank hold WBA as of Q1 2019.

WealthPLAN Partners reported no remaining Walgreens Boots Alliance position as of Q1 2019 after selling out during the quarter.
WealthPLAN Partners sold 2,837 Walgreens Boots Alliance shares in Q1 2019, an estimated $208K.
WealthPLAN Partners first reported a position in Walgreens Boots Alliance in Q1 2015 and held it in 11 quarters.
WealthPLAN Partners's Walgreens Boots Alliance position peaked at $365K in Q2 2017.
1,369 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2019.

Based on WealthPLAN Partners's 13F filing for Q1 2019, filed 16 May 2019.