WFG Advisors’s Ares Management ARES Stock Holding History

WFG Advisors’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$25K	Buy	1,399 +1,083	+343%	+$20.1K	0.01%	884
2017 Q1	$6K	Buy	316 +5	+2%	+$98	﹤0.01%	1170
2016 Q4	$6K	Buy	311 +3	+1%	+$52	﹤0.01%	1216
2016 Q3	$5K	Buy	308 +5	+2%	+$86	﹤0.01%	1259
2016 Q2	$4K	Buy	+303	New	+$4.31K	﹤0.01%	1270

Other funds holding ARES

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

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

EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

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

WFG Advisors's ARES Position: Q2 2017 in Review

WFG Advisors increased its Ares Management (ARES) stake by 343% in Q2 2017, buying an estimated $20.1K and bringing the position to 1,399 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #884.

WFG Advisors first reported a position in ARES in Q2 2016 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold ARES as of Q2 2017.

WFG Advisors held 1,399 shares of Ares Management worth $25K as of Q2 2017.
WFG Advisors bought 1,083 Ares Management shares in Q2 2017, an estimated $20.1K.
Ares Management made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #884 holding.
WFG Advisors first reported a position in Ares Management in Q2 2016 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held Ares Management as of Q2 2017.

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