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WFG Advisors’s Allison Transmission ALSN Stock Holding History

WFG Advisors’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$0 Hold
1
– – ﹤0.01% 1550
2017
Q1 		$0 Hold
1
– – ﹤0.01% 1482
2016
Q4 		$0 Hold
1
– – ﹤0.01% 1550
2016
Q3 		$0 Hold
1
– – ﹤0.01% 1565
2016
Q2 		$0 Hold
1
– – ﹤0.01% 1561
2016
Q1 		$0 Buy
+1
New +$24 ﹤0.01% 1528

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WFG Advisors's ALSN Position: Q2 2017 in Review

WFG Advisors held its Allison Transmission (ALSN) position steady in Q2 2017 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

WFG Advisors first reported a position in ALSN in Q1 2016 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold ALSN as of Q2 2017.

  • WFG Advisors held 1 share of Allison Transmission worth $0 as of Q2 2017.
  • WFG Advisors left its Allison Transmission share count unchanged in Q2 2017.
  • Allison Transmission made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1550 holding.
  • WFG Advisors first reported a position in Allison Transmission in Q1 2016 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2017.

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