WA
AAC

WFG Advisors’s AAC Holdings AAC Stock Holding History

WFG Advisors’s Portfolio AAC Stock Details AAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$3K Hold
500
– – ﹤0.01% 1391
2017
Q1 		$4K Hold
500
– – ﹤0.01% 1263
2016
Q4 		$4K Hold
500
– – ﹤0.01% 1330
2016
Q3 		$9K Hold
500
– – ﹤0.01% 1169
2016
Q2 		$11K Hold
500
– – ﹤0.01% 1081
2016
Q1 		$10K Hold
500
– – ﹤0.01% 1062
2015
Q4 		$10K Buy
+500
New +$11.8K ﹤0.01% 1094

Other funds holding AAC

SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

WFG Advisors's AAC Position: Q2 2017 in Review

WFG Advisors held its AAC Holdings (AAC) position steady in Q2 2017 at 500 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

WFG Advisors first reported a position in AAC in Q4 2015 and has held it in 7 quarters since. The position peaked at $11K in Q2 2016. 59 funds tracked by Wall St. Rank hold AAC as of Q2 2017.

  • WFG Advisors held 500 shares of AAC Holdings worth $3K as of Q2 2017.
  • WFG Advisors left its AAC Holdings share count unchanged in Q2 2017.
  • AAC Holdings made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1391 holding.
  • WFG Advisors first reported a position in AAC Holdings in Q4 2015 and has held it in 7 quarters since.
  • WFG Advisors's AAC Holdings position peaked at $11K in Q2 2016.
  • 59 funds tracked by Wall St. Rank held AAC Holdings as of Q2 2017.

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