WA
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WFG Advisors’s AstraZeneca AZN Stock Holding History

WFG Advisors’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$127K Buy
1,858
+492
+36% +$32.1K 0.03% 475
2017
Q1 		$85K Sell
1,366
-287
-17% -$16.7K 0.02% 524
2016
Q4 		$90K Sell
1,653
-5,039
-75% -$286K 0.02% 550
2016
Q3 		$440K Sell
6,692
-811
-11% -$53K 0.11% 196
2016
Q2 		$453K Sell
7,503
-1,387
-16% -$80.6K 0.12% 180
2016
Q1 		$501K Buy
8,890
+635
+8% +$38.2K 0.14% 163
2015
Q4 		$561K Sell
8,255
-142
-2% -$9.31K 0.17% 149
2015
Q3 		$534K Sell
8,397
-102
-1% -$6.71K 0.17% 143
2015
Q2 		$541K Sell
8,499
-547
-6% -$37.5K 0.15% 148
2015
Q1 		$619K Sell
9,046
-3,923
-30% -$273K 0.17% 137
2014
Q4 		$913K Sell
12,969
-708
-5% -$50.7K 0.18% 124
2014
Q3 		$977K Buy
13,677
+437
+3% +$32K 0.19% 128
2014
Q2 		$984K Buy
13,240
+206
+2% +$14.9K 0.18% 134
2014
Q1 		$846K Buy
13,034
+271
+2% +$17.5K 0.17% 147
2013
Q4 		$758K Buy
12,763
+640
+5% +$34.8K 0.11% 217
2013
Q3 		$630K Buy
12,123
+1,345
+12% +$67.6K 0.1% 235
2013
Q2 		$510K Buy
+10,778
New +$549K 0.08% 256

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return