YIA
AGN

YHB Investment Advisors’s Allergan plc AGN Stock Holding History

YHB Investment Advisors’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
2018
Q2 		– Sell
-1,485
Closed -$250K – 191
2018
Q1 		$250K Sell
1,485
-476
-24% -$79.8K 0.04% 165
2017
Q4 		$321K Sell
1,961
-940
-32% -$169K 0.05% 154
2017
Q3 		$595K Buy
2,901
+534
+23% +$124K 0.11% 124
2017
Q2 		$575K Buy
2,367
+36
+2% +$8.46K 0.1% 127
2017
Q1 		$568K Sell
2,331
-240
-9% -$55.9K 0.11% 121
2016
Q4 		$540K Sell
2,571
-772
-23% -$160K 0.11% 120
2016
Q3 		$770K Sell
3,343
-1,556
-32% -$380K 0.19% 110
2016
Q2 		$1.13M Buy
4,899
+18
+0.4% +$4.15K 0.25% 91
2016
Q1 		$1.31M Sell
4,881
-252
-5% -$72.1K 0.35% 75
2015
Q4 		$1.6M Buy
5,133
+716
+16% +$213K 0.36% 79
2015
Q3 		$1.2M Buy
4,417
+99
+2% +$30.4K 0.28% 92
2015
Q2 		$1.31M Buy
4,318
+179
+4% +$53.4K 0.29% 95
2015
Q1 		$1.23M Buy
+4,139
New +$1.18M 0.28% 94

Other funds holding AGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

YHB Investment Advisors's AGN Position: Q2 2018 in Review

YHB Investment Advisors sold out of Allergan plc (AGN) in Q2 2018, closing a stake of 1,485 shares — an estimated $250K sold.

YHB Investment Advisors first reported a position in AGN in Q1 2015 and held it in 13 quarters. The position peaked at $1.6M in Q4 2015. 1,044 funds tracked by Wall St. Rank hold AGN as of Q2 2018.

  • YHB Investment Advisors reported no remaining Allergan plc position as of Q2 2018 after selling out during the quarter.
  • YHB Investment Advisors sold 1,485 Allergan plc shares in Q2 2018, an estimated $250K.
  • YHB Investment Advisors first reported a position in Allergan plc in Q1 2015 and held it in 13 quarters.
  • YHB Investment Advisors's Allergan plc position peaked at $1.6M in Q4 2015.
  • 1,044 funds tracked by Wall St. Rank held Allergan plc as of Q2 2018.

Based on YHB Investment Advisors's 13F filing for Q2 2018, filed 9 Jul 2018.