WCM
WBA

Wunderlich Capital Managemnt’s Walgreens Boots Alliance WBA Stock Holding History

Wunderlich Capital Managemnt’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,385
Closed -$265K – 98
2017
Q2 		$265K Sell
3,385
-10
-0.3% -$823 0.2% 87
2017
Q1 		$282K Sell
3,395
-6
-0.2% -$503 0.22% 85
2016
Q4 		$281K Buy
3,401
+117
+4% +$9.68K 0.23% 85
2016
Q3 		$265K Buy
+3,284
New +$268K 0.21% 84

Other funds holding WBA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wunderlich Capital Managemnt's WBA Position: Q3 2017 in Review

Wunderlich Capital Managemnt sold out of Walgreens Boots Alliance (WBA) in Q3 2017, closing a stake of 3,385 shares — an estimated $265K sold.

Wunderlich Capital Managemnt first reported a position in WBA in Q3 2016 and held it in 4 quarters. The position peaked at $282K in Q1 2017. 1,282 funds tracked by Wall St. Rank hold WBA as of Q3 2017.

  • Wunderlich Capital Managemnt reported no remaining Walgreens Boots Alliance position as of Q3 2017 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 3,385 Walgreens Boots Alliance shares in Q3 2017, an estimated $265K.
  • Wunderlich Capital Managemnt first reported a position in Walgreens Boots Alliance in Q3 2016 and held it in 4 quarters.
  • Wunderlich Capital Managemnt's Walgreens Boots Alliance position peaked at $282K in Q1 2017.
  • 1,282 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2017.

Based on Wunderlich Capital Managemnt's 13F filing for Q3 2017, filed 15 Nov 2017.