WFG Advisors’s Avery Dennison AVY Stock Holding History

WFG Advisors’s Portfolio AVY Stock Details AVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	1463
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	1386
2016 Q4	$1K	Hold	13	–	–	﹤0.01%	1463
2016 Q3	$1K	Hold	13	–	–	﹤0.01%	1452
2016 Q2	$1K	Hold	13	–	–	﹤0.01%	1435
2016 Q1	$1K	Hold	13	–	–	﹤0.01%	1394
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	1430
2015 Q3	$1K	Hold	13	–	–	﹤0.01%	1474
2015 Q2	$1K	Sell	13 -34	-72%	-$1.98K	﹤0.01%	1549
2015 Q1	$2K	Buy	47 +1	+2%	+$53	﹤0.01%	1520
2014 Q4	$2K	Hold	46	–	–	﹤0.01%	1824
2014 Q3	$2K	Buy	46 +33	+254%	+$1.61K	﹤0.01%	1844
2014 Q2	$1K	Hold	13	–	–	﹤0.01%	1882
2014 Q1	$1K	Sell	13 -49	-79%	-$2.44K	﹤0.01%	1868
2013 Q4	$3K	Hold	62	–	–	﹤0.01%	1858
2013 Q3	$3K	Hold	62	–	–	﹤0.01%	1823
2013 Q2	$3K	Buy	+62	New	+$2.64K	﹤0.01%	1759

Other funds holding AVY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return