WFG Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

WFG Advisors’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$0	Hold	1	–	–	﹤0.01%	1556
2017 Q1	$0	Hold	1	–	–	﹤0.01%	1499
2016 Q4	$0	Hold	1	–	–	﹤0.01%	1561
2016 Q3	$0	Hold	1	–	–	﹤0.01%	1574
2016 Q2	$0	Hold	1	–	–	﹤0.01%	1569
2016 Q1	$0	Hold	1	–	–	﹤0.01%	1535
2015 Q4	$0	Hold	1	–	–	﹤0.01%	1570
2015 Q3	$0	Hold	1	–	–	﹤0.01%	1615
2015 Q2	$0	Hold	1	–	–	﹤0.01%	1670
2015 Q1	$0	Hold	1	–	–	﹤0.01%	1781
2014 Q4	$0	Hold	1	–	–	﹤0.01%	2085
2014 Q3	$0	Hold	1	–	–	﹤0.01%	2099
2014 Q2	$0	Hold	1	–	–	﹤0.01%	1985
2014 Q1	$0	Sell	1 -5,146	-100%	-$471K	﹤0.01%	2000
2013 Q4	$471K	Buy	5,147 +240	+5%	+$22K	0.07%	325
2013 Q3	$449K	Sell	4,907 -94	-2%	-$8.61K	0.07%	300
2013 Q2	$458K	Buy	+5,001	New	+$458K	0.08%	278

Other funds holding BIL

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

WFG Advisors's BIL Position: Q2 2017 in Review

WFG Advisors held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2017 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

WFG Advisors first reported a position in BIL in Q2 2013 and has held it in 17 quarters since. The position peaked at $471K in Q4 2013. 87 funds tracked by Wall St. Rank hold BIL as of Q2 2017.

WFG Advisors held 1 share of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $0 as of Q2 2017.
WFG Advisors left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2017.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1556 holding.
WFG Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $471K in Q4 2013.
87 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2017.

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