WA
ARG

WFG Advisors’s Airgas Inc ARG Stock Holding History

WFG Advisors’s Portfolio ARG Stock Details ARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-536
Closed -$57K – 1789
2015
Q2 		$57K Hold
536
– – 0.02% 694
2015
Q1 		$57K Sell
536
-614
-53% -$69.6K 0.02% 692
2014
Q4 		$132K Hold
1,150
– – 0.03% 557
2014
Q3 		$127K Hold
1,150
– – 0.02% 580
2014
Q2 		$125K Buy
1,150
+450
+64% +$48.1K 0.02% 584
2014
Q1 		$75K Hold
700
– – 0.02% 748
2013
Q4 		$78K Hold
700
– – 0.01% 839
2013
Q3 		$74K Hold
700
– – 0.01% 794
2013
Q2 		$67K Buy
+700
New +$68.7K 0.01% 787

Other funds holding ARG

Vanguard Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

WFG Advisors's ARG Position: Q3 2015 in Review

WFG Advisors sold out of Airgas Inc (ARG) in Q3 2015, closing a stake of 536 shares — an estimated $57K sold.

WFG Advisors first reported a position in ARG in Q2 2013 and held it in 9 quarters. The position peaked at $132K in Q4 2014. 375 funds tracked by Wall St. Rank hold ARG as of Q3 2015.

  • WFG Advisors reported no remaining Airgas Inc position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 536 Airgas Inc shares in Q3 2015, an estimated $57K.
  • WFG Advisors first reported a position in Airgas Inc in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's Airgas Inc position peaked at $132K in Q4 2014.
  • 375 funds tracked by Wall St. Rank held Airgas Inc as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.