WFG Advisors’s Amphenol APH Stock Holding History

WFG Advisors’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$12K	Buy	648 +600	+1,250%	+$11K	﹤0.01%	1076
2017 Q1	$1K	Sell	48 -17,128	-100%	-$296K	﹤0.01%	1381
2016 Q4	$289K	Buy	17,176 +48	+0.3%	+$799	0.07%	285
2016 Q3	$278K	Buy	17,128 +4	+0%	+$61	0.07%	284
2016 Q2	$245K	Buy	17,124 +2,444	+17%	+$35.2K	0.07%	281
2016 Q1	$212K	Sell	14,680 -984	-6%	-$12.8K	0.06%	286
2015 Q4	$205K	Hold	15,664	–	–	0.06%	283
2015 Q3	$200K	Sell	15,664 -268	-2%	-$3.6K	0.06%	291
2015 Q2	$231K	Buy	15,932 +24	+0.2%	+$345	0.06%	304
2015 Q1	$234K	Sell	15,908 -848	-5%	-$11.9K	0.07%	313
2014 Q4	$225K	Buy	16,756 +14,756	+738%	+$189K	0.05%	391
2014 Q3	$25K	Hold	2,000	–	–	﹤0.01%	1186
2014 Q2	$24K	Sell	2,000 -2,832	-59%	-$33.7K	﹤0.01%	1195
2014 Q1	$55K	Sell	4,832 -72,376	-94%	-$806K	0.01%	873
2013 Q4	$861K	Sell	77,208 -888	-1%	-$9.18K	0.12%	200
2013 Q3	$755K	Sell	78,096 -9,432	-11%	-$92.1K	0.12%	201
2013 Q2	$853K	Buy	+87,528	New	+$838K	0.14%	174

Other funds holding APH

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon

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

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return