WFG Advisors’s Black Hills Corp BKH Stock Holding History

WFG Advisors’s Portfolio BKH Stock Details BKH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$232K	Buy	3,439 +176	+5%	+$12.1K	0.05%	335
2017 Q1	$217K	Sell	3,263 -401	-11%	-$25.4K	0.06%	317
2016 Q4	$225K	Sell	3,664 -569	-13%	-$34K	0.06%	348
2016 Q3	$259K	Buy	4,233 +36	+0.9%	+$2.19K	0.06%	304
2016 Q2	$265K	Buy	4,197 +23	+0.6%	+$1.39K	0.07%	264
2016 Q1	$251K	Sell	4,174 -242	-5%	-$12.9K	0.07%	259
2015 Q4	$205K	Buy	4,416 +193	+5%	+$8.48K	0.06%	284
2015 Q3	$175K	Buy	4,223 +33	+0.8%	+$1.35K	0.05%	319
2015 Q2	$183K	Buy	4,190 +27	+0.6%	+$1.29K	0.05%	365
2015 Q1	$210K	Buy	4,163 +24	+0.6%	+$1.21K	0.06%	337
2014 Q4	$220K	Buy	4,139 +20	+0.5%	+$1.05K	0.04%	397
2014 Q3	$197K	Sell	4,119 -181	-4%	-$9.72K	0.04%	453
2014 Q2	$264K	Sell	4,300 -135	-3%	-$7.84K	0.05%	389
2014 Q1	$256K	Buy	4,435 +1,433	+48%	+$79K	0.05%	385
2013 Q4	$158K	Buy	3,002 +572	+24%	+$29K	0.02%	587
2013 Q3	$121K	Buy	2,430 +4	+0.2%	+$203	0.02%	643
2013 Q2	$118K	Buy	+2,426	New	+$114K	0.02%	602

Other funds holding BKH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WFG Advisors's BKH Position: Q2 2017 in Review

WFG Advisors increased its Black Hills Corp (BKH) stake by 5.4% in Q2 2017, buying an estimated $12.1K and bringing the position to 3,439 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #335.

WFG Advisors first reported a position in BKH in Q2 2013 and has held it in 17 quarters since. The position peaked at $265K in Q2 2016. 243 funds tracked by Wall St. Rank hold BKH as of Q2 2017.

WFG Advisors held 3,439 shares of Black Hills Corp worth $232K as of Q2 2017.
WFG Advisors bought 176 Black Hills Corp shares in Q2 2017, an estimated $12.1K.
Black Hills Corp made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #335 holding.
WFG Advisors first reported a position in Black Hills Corp in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Black Hills Corp position peaked at $265K in Q2 2016.
243 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2017.

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