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WFG Advisors’s Accenture ACN Stock Holding History

WFG Advisors’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$245K Sell
1,980
-471
-19% -$57.4K 0.06% 324
2017
Q1 		$294K Sell
2,451
-144
-6% -$17.2K 0.08% 262
2016
Q4 		$304K Buy
2,595
+709
+38% +$84.2K 0.07% 278
2016
Q3 		$230K Sell
1,886
-276
-13% -$31.4K 0.06% 330
2016
Q2 		$245K Buy
2,162
+608
+39% +$70.5K 0.07% 280
2016
Q1 		$179K Sell
1,554
-58
-4% -$5.96K 0.05% 325
2015
Q4 		$168K Buy
1,612
+9
+0.6% +$950 0.05% 329
2015
Q3 		$157K Buy
1,603
+84
+6% +$8.33K 0.05% 343
2015
Q2 		$147K Sell
1,519
-2,933
-66% -$280K 0.04% 425
2015
Q1 		$417K Sell
4,452
-2,094
-32% -$187K 0.12% 201
2014
Q4 		$585K Sell
6,546
-1,849
-22% -$154K 0.12% 190
2014
Q3 		$683K Buy
8,395
+247
+3% +$19.8K 0.13% 192
2014
Q2 		$659K Sell
8,148
-144
-2% -$11.6K 0.12% 200
2014
Q1 		$661K Sell
8,292
-12,661
-60% -$1.04M 0.13% 191
2013
Q4 		$1.72M Sell
20,953
-2,854
-12% -$216K 0.25% 98
2013
Q3 		$1.75M Buy
23,807
+23
+0.1% +$1.7K 0.27% 83
2013
Q2 		$1.71M Buy
+23,784
New +$1.89M 0.28% 82

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's ACN Position: Q2 2017 in Review

WFG Advisors reduced its Accenture (ACN) stake by 19% in Q2 2017, selling an estimated $57.4K and leaving 1,980 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #324.

WFG Advisors first reported a position in ACN in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.75M in Q3 2013. 1,080 funds tracked by Wall St. Rank hold ACN as of Q2 2017.

  • WFG Advisors held 1,980 shares of Accenture worth $245K as of Q2 2017.
  • WFG Advisors sold 471 Accenture shares in Q2 2017, an estimated $57.4K.
  • Accenture made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #324 holding.
  • WFG Advisors first reported a position in Accenture in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Accenture position peaked at $1.75M in Q3 2013.
  • 1,080 funds tracked by Wall St. Rank held Accenture as of Q2 2017.

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