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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WFG Advisors's AZN Position: Q2 2017 in Review

WFG Advisors increased its AstraZeneca (AZN) stake by 36% in Q2 2017, buying an estimated $32.1K and bringing the position to 1,858 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #475.

WFG Advisors first reported a position in AZN in Q2 2013 and has held it in 17 quarters since. The position peaked at $984K in Q2 2014. 466 funds tracked by Wall St. Rank hold AZN as of Q2 2017.

WFG Advisors held 1,858 shares of AstraZeneca worth $127K as of Q2 2017.
WFG Advisors bought 492 AstraZeneca shares in Q2 2017, an estimated $32.1K.
AstraZeneca made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #475 holding.
WFG Advisors first reported a position in AstraZeneca in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's AstraZeneca position peaked at $984K in Q2 2014.
466 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2017.

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