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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's ALL Position: Q2 2017 in Review

WFG Advisors increased its Allstate (ALL) stake by 152% in Q2 2017, buying an estimated $52.3K and bringing the position to 1,023 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #546.

WFG Advisors first reported a position in ALL in Q2 2013 and has held it in 17 quarters since. The position peaked at $651K in Q4 2013. 891 funds tracked by Wall St. Rank hold ALL as of Q2 2017.

  • WFG Advisors held 1,023 shares of Allstate worth $90K as of Q2 2017.
  • WFG Advisors bought 617 Allstate shares in Q2 2017, an estimated $52.3K.
  • Allstate made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #546 holding.
  • WFG Advisors first reported a position in Allstate in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Allstate position peaked at $651K in Q4 2013.
  • 891 funds tracked by Wall St. Rank held Allstate as of Q2 2017.

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