WFG Advisors’s Barrick Mining B Stock Holding History

WFG Advisors’s Portfolio B Stock Details B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$438K	Buy	27,552 +7,851	+40%	+$134K	0.1%	216
2017 Q1	$374K	Buy	19,701 +3,966	+25%	+$73.2K	0.1%	218
2016 Q4	$251K	Sell	15,735 -8,895	-36%	-$141K	0.06%	314
2016 Q3	$436K	Buy	24,630 +24,068	+4,283%	+$480K	0.11%	198
2016 Q2	$12K	Buy	562 +1	+0.2%	+$18	﹤0.01%	1041
2016 Q1	$8K	Sell	561 -206	-27%	-$2.4K	﹤0.01%	1098
2015 Q4	$6K	Buy	767 +320	+72%	+$2.39K	﹤0.01%	1184
2015 Q3	$3K	Buy	447 +1	+0.2%	+$8	﹤0.01%	1350
2015 Q2	$5K	Buy	446 +201	+82%	+$2.45K	﹤0.01%	1342
2015 Q1	$3K	Buy	245 +1	+0.4%	+$12	﹤0.01%	1472
2014 Q4	$3K	Sell	244 -44	-15%	-$543	﹤0.01%	1775
2014 Q3	$4K	Hold	288	–	–	﹤0.01%	1714
2014 Q2	$5K	Sell	288 -276	-49%	-$4.78K	﹤0.01%	1657
2014 Q1	$10K	Sell	564 -1,060	-65%	-$20.5K	﹤0.01%	1464
2013 Q4	$29K	Buy	1,624 +311	+24%	+$5.48K	﹤0.01%	1185
2013 Q3	$24K	Buy	1,313 +1,242	+1,749%	+$21.9K	﹤0.01%	1204
2013 Q2	$1K	Buy	+71	New	+$1.44K	﹤0.01%	1950

Other funds holding B

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MAM

Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

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

WFG Advisors's B Position: Q2 2017 in Review

WFG Advisors increased its Barrick Mining (B) stake by 40% in Q2 2017, buying an estimated $134K and bringing the position to 27,552 shares worth $438K. The position accounts for 0.1% of the portfolio, ranked #216.

WFG Advisors first reported a position in B in Q2 2013 and has held it in 17 quarters since. 438 funds tracked by Wall St. Rank hold B as of Q2 2017.

WFG Advisors held 27,552 shares of Barrick Mining worth $438K as of Q2 2017.
WFG Advisors bought 7,851 Barrick Mining shares in Q2 2017, an estimated $134K.
Barrick Mining made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #216 holding.
WFG Advisors first reported a position in Barrick Mining in Q2 2013 and has held it in 17 quarters since.
438 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2017.

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