WIM
AGN

Westside Investment Management’s Allergan plc AGN Stock Holding History

Westside Investment Management’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
2020
Q2 		– Sell
-850
Closed -$35.5K – 702
2020
Q1 		$35.5K Buy
+850
New +$160K 0.02% 94
2019
Q2 		$43.7K Buy
+4,257
New +$589K 0.1% 43
2018
Q4 		$653K Buy
4,844
+110
+2% +$18K 0.24% 74
2018
Q3 		$909K Sell
4,734
-25
-0.5% -$4.59K 0.29% 56
2018
Q2 		$798K Buy
4,759
+184
+4% +$29.5K 0.28% 59
2018
Q1 		$742K Buy
4,575
+1,245
+37% +$209K 0.41% 59
2017
Q4 		$568K Sell
3,330
-390
-10% -$70K 0.31% 71
2017
Q3 		$755K Hold
3,720
– – 0.46% 53
2017
Q2 		$897K Sell
3,720
-170
-4% -$39.9K 0.59% 43
2017
Q1 		$925K Buy
3,890
+1,190
+44% +$277K 0.44% 37
2016
Q4 		$583K Buy
+2,700
New +$559K 0.4% 33

Other funds holding AGN

AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
C
Cerebellum San Francisco, California $21.5M AUM
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JJ
JDC-JSC New York $20.8M AUM 30.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Westside Investment Management's AGN Position: Q2 2020 in Review

Westside Investment Management sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 850 shares — an estimated $35.5K sold.

Westside Investment Management first reported a position in AGN in Q4 2016 and held it in 11 quarters. The position peaked at $925K in Q1 2017. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Westside Investment Management reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Westside Investment Management sold 850 Allergan plc shares in Q2 2020, an estimated $35.5K.
  • Westside Investment Management first reported a position in Allergan plc in Q4 2016 and held it in 11 quarters.
  • Westside Investment Management's Allergan plc position peaked at $925K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Westside Investment Management's 13F filing for Q2 2020, filed 21 Jul 2020.