WFG Advisors’s Applied Materials AMAT Stock Holding History

WFG Advisors’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$80K	Buy	1,925 +300	+18%	+$12.8K	0.02%	578
2017 Q1	$63K	Sell	1,625 -22,353	-93%	-$803K	0.02%	601
2016 Q4	$774K	Buy	23,978 +19,629	+451%	+$597K	0.19%	138
2016 Q3	$131K	Hold	4,349	–	–	0.03%	460
2016 Q2	$104K	Hold	4,349	–	–	0.03%	483
2016 Q1	$92K	Sell	4,349 -684	-14%	-$12.5K	0.03%	487
2015 Q4	$94K	Buy	5,033 +1	+0%	+$17	0.03%	483
2015 Q3	$74K	Buy	5,032 +135	+3%	+$2.26K	0.02%	531
2015 Q2	$94K	Sell	4,897 -402	-8%	-$8.25K	0.03%	546
2015 Q1	$120K	Sell	5,299 -2,625	-33%	-$62.9K	0.03%	474
2014 Q4	$197K	Sell	7,924 -302	-4%	-$6.82K	0.04%	431
2014 Q3	$178K	Buy	8,226 +872	+12%	+$19.3K	0.03%	478
2014 Q2	$166K	Sell	7,354 -3,408	-32%	-$69.5K	0.03%	493
2014 Q1	$220K	Sell	10,762 -62	-0.6%	-$1.14K	0.04%	410
2013 Q4	$191K	Sell	10,824 -77	-0.7%	-$1.34K	0.03%	527
2013 Q3	$191K	Sell	10,901 -138	-1%	-$2.2K	0.03%	497
2013 Q2	$165K	Buy	+11,039	New	+$160K	0.03%	513

Other funds holding AMAT

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

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return