WAS
AGN

Winch Advisory Services’s Allergan plc AGN Stock Holding History

Winch Advisory Services’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
-50
Closed -$9K – 411
2020
Q1 		$9K Buy
50
+1
+2% +$188 ﹤0.01% 180
2019
Q4 		$9K Hold
49
– – ﹤0.01% 220
2019
Q3 		$8K Hold
49
– – ﹤0.01% 219
2019
Q2 		$8K Hold
49
– – ﹤0.01% 226
2019
Q1 		$7K Buy
49
+1
+2% +$145 ﹤0.01% 229
2018
Q4 		$6K Hold
48
– – ﹤0.01% 221
2018
Q3 		$9K Hold
48
– – ﹤0.01% 191
2018
Q2 		$8K Hold
48
– – ﹤0.01% 212
2018
Q1 		$8K Hold
48
– – ﹤0.01% 206
2017
Q4 		$8K Buy
48
+1
+2% +$179 ﹤0.01% 195
2017
Q3 		$10K Hold
47
– – 0.01% 173
2017
Q2 		$11K Hold
47
– – 0.01% 186
2017
Q1 		$11K Hold
47
– – 0.01% 171
2016
Q4 		$10K Hold
47
– – 0.01% 155
2016
Q3 		$11K Hold
47
– – 0.01% 151
2016
Q2 		$11K Buy
+47
New +$10.8K 0.01% 145
2015
Q3 		– Sell
-233
Closed -$71K – 301
2015
Q2 		$71K Buy
+233
New +$69.5K 0.04% 102

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 $5.64B AUM 18.33% 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

Winch Advisory Services's AGN Position: Q2 2020 in Review

Winch Advisory Services sold out of Allergan plc (AGN) in Q2 2020, closing a stake of 50 shares — an estimated $9K sold.

Winch Advisory Services first reported a position in AGN in Q2 2015 and held it in 17 quarters. The position peaked at $71K in Q2 2015. 7 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Winch Advisory Services reported no remaining Allergan plc position as of Q2 2020 after selling out during the quarter.
  • Winch Advisory Services sold 50 Allergan plc shares in Q2 2020, an estimated $9K.
  • Winch Advisory Services first reported a position in Allergan plc in Q2 2015 and held it in 17 quarters.
  • Winch Advisory Services's Allergan plc position peaked at $71K in Q2 2015.
  • 7 funds tracked by Wall St. Rank held Allergan plc as of Q2 2020.

Based on Winch Advisory Services's 13F filing for Q2 2020, filed 12 Aug 2020.