WA
BB icon

WFG Advisors’s BlackBerry BB Stock Holding History

WFG Advisors’s Portfolio BB Stock Details BB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$1K Buy
61
+21
+53% +$206 ﹤0.01% 1464
2017
Q1 		$0 Sell
40
-21
-34% -$149 ﹤0.01% 1494
2016
Q4 		$0 Buy
+61
New +$453 ﹤0.01% 1557
2014
Q3 		– Sell
-100
Closed -$1K – 2097
2014
Q2 		$1K Sell
100
-7,845
-99% -$61.8K ﹤0.01% 1883
2014
Q1 		$64K Buy
7,945
+7,834
+7,058% +$73.5K 0.01% 800
2013
Q4 		$1K Sell
111
-500
-82% -$3.53K ﹤0.01% 2053
2013
Q3 		$5K Hold
611
– – ﹤0.01% 1717
2013
Q2 		$6K Buy
+611
New +$8.85K ﹤0.01% 1596

Other funds holding BB

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
DLPIC
Davide Leone & Partners Investment Company London, United Kingdom $49M AUM 43.06% 1-Year Est. Return

WFG Advisors's BB Position: Q2 2017 in Review

WFG Advisors increased its BlackBerry (BB) stake by 53% in Q2 2017, buying an estimated $206 and bringing the position to 61 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

WFG Advisors first reported a position in BB in Q2 2013 and has held it in 8 quarters since. The position peaked at $64K in Q1 2014. 234 funds tracked by Wall St. Rank hold BB as of Q2 2017.

  • WFG Advisors held 61 shares of BlackBerry worth $1K as of Q2 2017.
  • WFG Advisors bought 21 BlackBerry shares in Q2 2017, an estimated $206.
  • BlackBerry made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1464 holding.
  • WFG Advisors first reported a position in BlackBerry in Q2 2013 and has held it in 8 quarters since.
  • WFG Advisors's BlackBerry position peaked at $64K in Q1 2014.
  • 234 funds tracked by Wall St. Rank held BlackBerry as of Q2 2017.

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