YIA
AGN

YHB Investment Advisors’s Allergan Inc 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
2015
Q1 		– Sell
-11,125
Closed -$2.37M – 172
2014
Q4 		$2.37M Buy
11,125
+40
+0.4% +$7.95K 0.54% 63
2014
Q3 		$1.98M Sell
11,085
-7,720
-41% -$1.28M 0.47% 67
2014
Q2 		$3.18M Sell
18,805
-9,297
-33% -$1.45M 0.77% 51
2014
Q1 		$3.49M Buy
28,102
+820
+3% +$99.8K 0.89% 40
2013
Q4 		$3.03M Buy
27,282
+5,642
+26% +$539K 0.81% 48
2013
Q3 		$1.96M Buy
21,640
+3,170
+17% +$285K 0.58% 57
2013
Q2 		$1.56M Buy
+18,470
New +$1.92M 0.48% 67

Other funds holding AGN

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

YHB Investment Advisors's AGN Position: Q1 2015 in Review

YHB Investment Advisors sold out of Allergan Inc (AGN) in Q1 2015, closing a stake of 11,125 shares — an estimated $2.37M sold.

YHB Investment Advisors first reported a position in AGN in Q2 2013 and held it in 7 quarters. The position peaked at $3.49M in Q1 2014. 5 funds tracked by Wall St. Rank hold AGN as of Q1 2015.

  • YHB Investment Advisors reported no remaining Allergan Inc position as of Q1 2015 after selling out during the quarter.
  • YHB Investment Advisors sold 11,125 Allergan Inc shares in Q1 2015, an estimated $2.37M.
  • YHB Investment Advisors first reported a position in Allergan Inc in Q2 2013 and held it in 7 quarters.
  • YHB Investment Advisors's Allergan Inc position peaked at $3.49M in Q1 2014.
  • 5 funds tracked by Wall St. Rank held Allergan Inc as of Q1 2015.

Based on YHB Investment Advisors's 13F filing for Q1 2015, filed 20 Apr 2015.