WA
ATW

WFG Advisors’s Atwood Oceanics ATW Stock Holding History

WFG Advisors’s Portfolio ATW Stock Details ATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$5K Buy
591
+230
+64% +$1.98K ﹤0.01% 1312
2017
Q1 		$3K Sell
361
-8,600
-96% -$96.1K ﹤0.01% 1312
2016
Q4 		$118K Buy
8,961
+8,600
+2,382% +$84.6K 0.03% 483
2016
Q3 		$3K Hold
361
– – ﹤0.01% 1375
2016
Q2 		$5K Hold
361
– – ﹤0.01% 1265
2016
Q1 		$3K Buy
361
+1
+0.3% +$8 ﹤0.01% 1312
2015
Q4 		$4K Hold
360
– – ﹤0.01% 1288
2015
Q3 		$5K Hold
360
– – ﹤0.01% 1286
2015
Q2 		$10K Hold
360
– – ﹤0.01% 1201
2015
Q1 		$10K Hold
360
– – ﹤0.01% 1218
2014
Q4 		$10K Sell
360
-33
-8% -$1.18K ﹤0.01% 1478
2014
Q3 		$17K Hold
393
– – ﹤0.01% 1345
2014
Q2 		$21K Sell
393
-200
-34% -$9.86K ﹤0.01% 1267
2014
Q1 		$30K Sell
593
-178
-23% -$8.61K 0.01% 1103
2013
Q4 		$41K Buy
771
+10
+1% +$539 0.01% 1079
2013
Q3 		$42K Buy
761
+200
+36% +$11.3K 0.01% 995
2013
Q2 		$29K Buy
+561
New +$29.1K ﹤0.01% 1085

Other funds holding ATW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WFG Advisors's ATW Position: Q2 2017 in Review

WFG Advisors increased its Atwood Oceanics (ATW) stake by 64% in Q2 2017, buying an estimated $1.98K and bringing the position to 591 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

WFG Advisors first reported a position in ATW in Q2 2013 and has held it in 17 quarters since. The position peaked at $118K in Q4 2016. 188 funds tracked by Wall St. Rank hold ATW as of Q2 2017.

  • WFG Advisors held 591 shares of Atwood Oceanics worth $5K as of Q2 2017.
  • WFG Advisors bought 230 Atwood Oceanics shares in Q2 2017, an estimated $1.98K.
  • Atwood Oceanics made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1312 holding.
  • WFG Advisors first reported a position in Atwood Oceanics in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Atwood Oceanics position peaked at $118K in Q4 2016.
  • 188 funds tracked by Wall St. Rank held Atwood Oceanics as of Q2 2017.

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