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WFG Advisors’s Apple AAPL Stock Holding History

WFG Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$7.44M Buy
206,636
+67,060
+48% +$2.48M 1.68% 2
2017
Q1 		$5.01M Sell
139,576
-59,888
-30% -$1.97M 1.34% 6
2016
Q4 		$5.78M Sell
199,464
-98,832
-33% -$2.8M 1.41% 3
2016
Q3 		$8.43M Sell
298,296
-5,428
-2% -$144K 2.1% 2
2016
Q2 		$7.26M Buy
303,724
+49,484
+19% +$1.23M 1.94% 3
2016
Q1 		$6.93M Sell
254,240
-51,200
-17% -$1.28M 2% 3
2015
Q4 		$8.04M Buy
305,440
+27,576
+10% +$788K 2.4% 1
2015
Q3 		$7.66M Buy
277,864
+18,832
+7% +$552K 2.4% 1
2015
Q2 		$8.12M Buy
259,032
+67,600
+35% +$2.16M 2.24% 3
2015
Q1 		$5.96M Sell
191,432
-203,720
-52% -$6.15M 1.66% 5
2014
Q4 		$10.9M Sell
395,152
-11,628
-3% -$316K 2.21% 3
2014
Q3 		$10.2M Buy
406,780
+6,216
+2% +$153K 1.95% 4
2014
Q2 		$9.31M Buy
400,564
+1,172
+0.3% +$24.9K 1.74% 4
2014
Q1 		$7.66M Sell
399,392
-17,892
-4% -$340K 1.54% 4
2013
Q4 		$8.36M Sell
417,284
-6,720
-2% -$127K 1.19% 7
2013
Q3 		$7.22M Buy
424,004
+10,472
+3% +$174K 1.12% 7
2013
Q2 		$5.86M Buy
+413,532
New +$6.36M 0.97% 10

Other funds holding AAPL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's AAPL Position: Q2 2017 in Review

WFG Advisors increased its Apple (AAPL) stake by 48% in Q2 2017, buying an estimated $2.48M and bringing the position to 206,636 shares worth $7.44M. The position accounts for 1.68% of the portfolio, ranked #2.

WFG Advisors first reported a position in AAPL in Q2 2013 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2014. 2,524 funds tracked by Wall St. Rank hold AAPL as of Q2 2017.

  • WFG Advisors held 206,636 shares of Apple worth $7.44M as of Q2 2017.
  • WFG Advisors bought 67,060 Apple shares in Q2 2017, an estimated $2.48M.
  • Apple made up 1.68% of WFG Advisors's portfolio in Q2 2017, its #2 holding.
  • WFG Advisors first reported a position in Apple in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Apple position peaked at $10.9M in Q4 2014.
  • 2,524 funds tracked by Wall St. Rank held Apple as of Q2 2017.

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