WFG Advisors’s Barron's 400 ETF BFOR Stock Holding History

WFG Advisors’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1.82M	Buy	192,388 +86,548	+82%	+$804K	0.41%	61
2017 Q1	$970K	Sell	105,840 -84,068	-44%	-$756K	0.26%	93
2016 Q4	$1.66M	Buy	189,908 +4,392	+2%	+$36.7K	0.41%	58
2016 Q3	$1.5M	Sell	185,516 -15,796	-8%	-$126K	0.37%	68
2016 Q2	$1.53M	Buy	201,312 +31,060	+18%	+$235K	0.41%	57
2016 Q1	$1.29M	Buy	170,252 +40,220	+31%	+$284K	0.37%	61
2015 Q4	$982K	Buy	+130,032	New	+$1.01M	0.29%	81
2015 Q3	–	Sell	-28,680	Closed	-$239K	–	1614
2015 Q2	$239K	Buy	+28,680	New	+$241K	0.07%	294

Other funds holding BFOR

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's BFOR Position: Q2 2017 in Review

WFG Advisors increased its Barron's 400 ETF (BFOR) stake by 82% in Q2 2017, buying an estimated $804K and bringing the position to 192,388 shares worth $1.82M. The position accounts for 0.41% of the portfolio, ranked #61.

WFG Advisors first reported a position in BFOR in Q2 2015 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold BFOR as of Q2 2017.

WFG Advisors held 192,388 shares of Barron's 400 ETF worth $1.82M as of Q2 2017.
WFG Advisors bought 86,548 Barron's 400 ETF shares in Q2 2017, an estimated $804K.
Barron's 400 ETF made up 0.41% of WFG Advisors's portfolio in Q2 2017, its #61 holding.
WFG Advisors first reported a position in Barron's 400 ETF in Q2 2015 and has held it in 8 quarters since.
24 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2017.

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