WFG Advisors’s AXIS Capital AXS Stock Holding History

WFG Advisors’s Portfolio AXS Stock Details AXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$2K	Hold	27	–	–	﹤0.01%	1401
2017 Q1	$2K	Hold	27	–	–	﹤0.01%	1325
2016 Q4	$2K	Buy	27 +10	+59%	+$602	﹤0.01%	1400
2016 Q3	$1K	Hold	17	–	–	﹤0.01%	1453
2016 Q2	$1K	Hold	17	–	–	﹤0.01%	1436
2016 Q1	$1K	Hold	17	–	–	﹤0.01%	1395
2015 Q4	$1K	Hold	17	–	–	﹤0.01%	1431
2015 Q3	$1K	Sell	17 -56	-77%	-$3.11K	﹤0.01%	1475
2015 Q2	$4K	Hold	73	–	–	﹤0.01%	1375
2015 Q1	$4K	Hold	73	–	–	﹤0.01%	1407
2014 Q4	$4K	Buy	73 +1	+1%	+$49	﹤0.01%	1682
2014 Q3	$3K	Hold	72	–	–	﹤0.01%	1769
2014 Q2	$3K	Hold	72	–	–	﹤0.01%	1740
2014 Q1	$3K	Buy	72 +1	+1%	+$45	﹤0.01%	1718
2013 Q4	$3K	Hold	71	–	–	﹤0.01%	1859
2013 Q3	$3K	Hold	71	–	–	﹤0.01%	1824
2013 Q2	$3K	Buy	+71	New	+$3.12K	﹤0.01%	1760

Other funds holding AXS

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

WFG Advisors's AXS Position: Q2 2017 in Review

WFG Advisors held its AXIS Capital (AXS) position steady in Q2 2017 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

WFG Advisors first reported a position in AXS in Q2 2013 and has held it in 17 quarters since. The position peaked at $4K in Q2 2015. 297 funds tracked by Wall St. Rank hold AXS as of Q2 2017.

WFG Advisors held 27 shares of AXIS Capital worth $2K as of Q2 2017.
WFG Advisors left its AXIS Capital share count unchanged in Q2 2017.
AXIS Capital made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1401 holding.
WFG Advisors first reported a position in AXIS Capital in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's AXIS Capital position peaked at $4K in Q2 2015.
297 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2017.

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