WFG Advisors’s Allstate ALL Stock Holding History

WFG Advisors’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$90K	Buy	1,023 +617	+152%	+$52.3K	0.02%	546
2017 Q1	$33K	Sell	406 -3,806	-90%	-$300K	0.01%	768
2016 Q4	$312K	Buy	4,212 +1,338	+47%	+$94.2K	0.08%	275
2016 Q3	$199K	Buy	2,874 +41	+1%	+$2.82K	0.05%	376
2016 Q2	$198K	Buy	2,833 +2,303	+435%	+$154K	0.05%	341
2016 Q1	$36K	Buy	530 +8	+2%	+$502	0.01%	745
2015 Q4	$32K	Buy	522 +54	+12%	+$3.36K	0.01%	772
2015 Q3	$27K	Sell	468 -2,814	-86%	-$176K	0.01%	804
2015 Q2	$213K	Buy	3,282 +2	+0.1%	+$137	0.06%	327
2015 Q1	$233K	Buy	3,280 +2	+0.1%	+$141	0.07%	314
2014 Q4	$230K	Buy	3,278 +1	+0%	+$66	0.05%	384
2014 Q3	$201K	Buy	3,277 +1,401	+75%	+$84.1K	0.04%	445
2014 Q2	$110K	Buy	1,876 +171	+10%	+$9.86K	0.02%	627
2014 Q1	$96K	Sell	1,705 -10,231	-86%	-$549K	0.02%	648
2013 Q4	$651K	Buy	11,936 +208	+2%	+$11.1K	0.09%	249
2013 Q3	$593K	Buy	11,728 +2,746	+31%	+$138K	0.09%	249
2013 Q2	$432K	Buy	+8,982	New	+$437K	0.07%	290

Other funds holding ALL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return