WA
BID

WFG Advisors’s Sotheby's BID Stock Holding History

WFG Advisors’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-7
Closed – – 1805
2016
Q3 		$0 Hold
7
– – ﹤0.01% 1737
2016
Q2 		$0 Hold
7
– – ﹤0.01% 1740
2016
Q1 		$0 Hold
7
– – ﹤0.01% 1737
2015
Q4 		$0 Hold
7
– – ﹤0.01% 1713
2015
Q3 		$0 Hold
7
– – ﹤0.01% 1760
2015
Q2 		$0 Hold
7
– – ﹤0.01% 1857
2015
Q1 		$0 Hold
7
– – ﹤0.01% 2156
2014
Q4 		$0 Hold
7
– – ﹤0.01% 2292
2014
Q3 		$0 Hold
7
– – ﹤0.01% 2193
2014
Q2 		$0 Hold
7
– – ﹤0.01% 2105
2014
Q1 		$0 Buy
7
+1
+17% +$48 ﹤0.01% 2311
2013
Q4 		$0 Hold
6
– – ﹤0.01% 2353
2013
Q3 		$0 Hold
6
– – ﹤0.01% 2296
2013
Q2 		$0 Buy
+6
New +$219 ﹤0.01% 2130

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's BID Position: Q4 2016 in Review

WFG Advisors sold out of Sotheby's (BID) in Q4 2016, closing a stake of 7 shares.

WFG Advisors first reported a position in BID in Q2 2013 and held it in 14 quarters. The position peaked at $0 in Q3 2016. 205 funds tracked by Wall St. Rank hold BID as of Q4 2016.

  • WFG Advisors reported no remaining Sotheby's position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 7 Sotheby's shares in Q4 2016.
  • WFG Advisors first reported a position in Sotheby's in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Sotheby's position peaked at $0 in Q3 2016.
  • 205 funds tracked by Wall St. Rank held Sotheby's as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.