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Welch Investments’s AbbVie ABBV Stock Holding History

Welch Investments’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$6.01M Sell
62,165
-3,439
-5% -$324K 3.82% 1
2017
Q3 		$5.83M Sell
65,604
-433
-0.7% -$33K 4.02% 1
2017
Q2 		$4.79M Buy
66,037
+2,939
+5% +$198K 3.56% 3
2017
Q1 		$4.11M Buy
63,098
+4,151
+7% +$261K 3.26% 13
2016
Q4 		$3.69M Buy
+58,947
New +$3.6M 3.23% 15

Other funds holding ABBV

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Welch Investments's ABBV Position: Q4 2017 in Review

Welch Investments reduced its AbbVie (ABBV) stake by 5.2% in Q4 2017, selling an estimated $324K and leaving 62,165 shares worth $6.01M. The position accounts for 3.82% of the portfolio, ranked #1.

Welch Investments first reported a position in ABBV in Q4 2016 and has held it in 5 quarters since. 2,000 funds tracked by Wall St. Rank hold ABBV as of Q4 2017.

  • Welch Investments held 62,165 shares of AbbVie worth $6.01M as of Q4 2017.
  • Welch Investments sold 3,439 AbbVie shares in Q4 2017, an estimated $324K.
  • AbbVie made up 3.82% of Welch Investments's portfolio in Q4 2017, its #1 holding.
  • Welch Investments first reported a position in AbbVie in Q4 2016 and has held it in 5 quarters since.
  • 2,000 funds tracked by Wall St. Rank held AbbVie as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.