WFG Advisors’s AbbVie ABBV Stock Holding History

WFG Advisors’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 Q2	$2.69M	Buy	37,131 +6,695	+22%	+$450K	0.61%	33
2017 Q1	$1.98M	Sell	30,436 -635	-2%	-$39.9K	0.53%	41
2016 Q4	$1.95M	Buy	31,071 +11,905	+62%	+$727K	0.48%	48
2016 Q3	$1.21M	Buy	19,166 +111	+0.6%	+$7.19K	0.3%	86
2016 Q2	$1.18M	Buy	19,055 +326	+2%	+$19.9K	0.31%	80
2016 Q1	$1.07M	Sell	18,729 -1,228	-6%	-$68.4K	0.31%	79
2015 Q4	$1.18M	Sell	19,957 -1,087	-5%	-$62.6K	0.35%	66
2015 Q3	$1.15M	Sell	21,044 -2,995	-12%	-$195K	0.36%	62
2015 Q2	$1.61M	Buy	24,039 +5,797	+32%	+$378K	0.44%	44
2015 Q1	$1.07M	Sell	18,242 -9,468	-34%	-$572K	0.3%	71
2014 Q4	$1.81M	Sell	27,710 -1,461	-5%	-$92.1K	0.37%	50
2014 Q3	$1.69M	Sell	29,171 -1,110	-4%	-$61.6K	0.32%	60
2014 Q2	$1.71M	Buy	30,281 +171	+0.6%	+$8.97K	0.32%	67
2014 Q1	$1.55M	Sell	30,110 -48,408	-62%	-$2.45M	0.31%	63
2013 Q4	$4.15M	Sell	78,518 -2,116	-3%	-$104K	0.59%	28
2013 Q3	$3.61M	Sell	80,634 -6,072	-7%	-$269K	0.56%	29
2013 Q2	$3.58M	Buy	+86,706	New	+$3.79M	0.6%	26

Other funds holding ABBV

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

WFG Advisors's ABBV Position: Q2 2017 in Review

WFG Advisors increased its AbbVie (ABBV) stake by 22% in Q2 2017, buying an estimated $450K and bringing the position to 37,131 shares worth $2.69M. The position accounts for 0.61% of the portfolio, ranked #33.

WFG Advisors first reported a position in ABBV in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.15M in Q4 2013. 1,763 funds tracked by Wall St. Rank hold ABBV as of Q2 2017.

WFG Advisors held 37,131 shares of AbbVie worth $2.69M as of Q2 2017.
WFG Advisors bought 6,695 AbbVie shares in Q2 2017, an estimated $450K.
AbbVie made up 0.61% of WFG Advisors's portfolio in Q2 2017, its #33 holding.
WFG Advisors first reported a position in AbbVie in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's AbbVie position peaked at $4.15M in Q4 2013.
1,763 funds tracked by Wall St. Rank held AbbVie as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.