WESPAC Advisors SoCal’s AstraZeneca AZN Stock Holding History

WESPAC Advisors SoCal’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 Q4	–	Sell	-300	Closed	-$19.7K	–	258
2016 Q3	$19.7K	Hold	300	–	–	0.01%	152
2016 Q2	$18.1K	Hold	300	–	–	0.01%	165
2016 Q1	$16.9K	Hold	300	–	–	0.01%	165
2015 Q4	$20K	Buy	+300	New	+$19.7K	0.01%	154

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

WESPAC Advisors SoCal's AZN Position: Q4 2016 in Review

WESPAC Advisors SoCal sold out of AstraZeneca (AZN) in Q4 2016, closing a stake of 300 shares — an estimated $19.7K sold.

WESPAC Advisors SoCal first reported a position in AZN in Q4 2015 and held it in 4 quarters. The position peaked at $20K in Q4 2015. 450 funds tracked by Wall St. Rank hold AZN as of Q4 2016.

WESPAC Advisors SoCal reported no remaining AstraZeneca position as of Q4 2016 after selling out during the quarter.
WESPAC Advisors SoCal sold 300 AstraZeneca shares in Q4 2016, an estimated $19.7K.
WESPAC Advisors SoCal first reported a position in AstraZeneca in Q4 2015 and held it in 4 quarters.
WESPAC Advisors SoCal's AstraZeneca position peaked at $20K in Q4 2015.
450 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2016, filed 13 Feb 2017.