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WFG Advisors’s Broadridge BR Stock Holding History

WFG Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$14K Buy
187
+155
+484% +$11.2K ﹤0.01% 1039
2017
Q1 		$2K Sell
32
-86
-73% -$5.83K ﹤0.01% 1328
2016
Q4 		$8K Buy
118
+86
+269% +$5.59K ﹤0.01% 1158
2016
Q3 		$2K Hold
32
– – ﹤0.01% 1386
2016
Q2 		$2K Hold
32
– – ﹤0.01% 1365
2016
Q1 		$2K Hold
32
– – ﹤0.01% 1326
2015
Q4 		$2K Hold
32
– – ﹤0.01% 1352
2015
Q3 		$2K Hold
32
– – ﹤0.01% 1392
2015
Q2 		$2K Sell
32
-58
-64% -$3.09K ﹤0.01% 1467
2015
Q1 		$5K Buy
90
+1
+1% +$51 ﹤0.01% 1351
2014
Q4 		$4K Hold
89
– – ﹤0.01% 1684
2014
Q3 		$4K Buy
89
+57
+178% +$2.37K ﹤0.01% 1705
2014
Q2 		$1K Hold
32
– – ﹤0.01% 1886
2014
Q1 		$1K Sell
32
-287
-90% -$10.8K ﹤0.01% 1871
2013
Q4 		$13K Buy
319
+30
+10% +$1.08K ﹤0.01% 1491
2013
Q3 		$9K Hold
289
– – ﹤0.01% 1549
2013
Q2 		$8K Buy
+289
New +$7.43K ﹤0.01% 1523

Other funds holding BR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return