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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TCIM

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

WFG Advisors's AMAT Position: Q2 2017 in Review

WFG Advisors increased its Applied Materials (AMAT) stake by 18% in Q2 2017, buying an estimated $12.8K and bringing the position to 1,925 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #578.

WFG Advisors first reported a position in AMAT in Q2 2013 and has held it in 17 quarters since. The position peaked at $774K in Q4 2016. 940 funds tracked by Wall St. Rank hold AMAT as of Q2 2017.

WFG Advisors held 1,925 shares of Applied Materials worth $80K as of Q2 2017.
WFG Advisors bought 300 Applied Materials shares in Q2 2017, an estimated $12.8K.
Applied Materials made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #578 holding.
WFG Advisors first reported a position in Applied Materials in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Applied Materials position peaked at $774K in Q4 2016.
940 funds tracked by Wall St. Rank held Applied Materials as of Q2 2017.

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