WFG Advisors’s Brown & Brown BRO Stock Holding History

WFG Advisors’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$35K	Buy	1,644 +716	+77%	+$15.3K	0.01%	792
2017 Q1	$19K	Sell	928 -314	-25%	-$6.79K	0.01%	891
2016 Q4	$28K	Buy	1,242 +136	+12%	+$2.76K	0.01%	858
2016 Q3	$21K	Buy	1,106 +2	+0.2%	+$37	0.01%	931
2016 Q2	$21K	Buy	1,104 +4	+0.4%	+$71	0.01%	899
2016 Q1	$20K	Sell	1,100 -300	-21%	-$4.82K	0.01%	887
2015 Q4	$22K	Buy	1,400 +6	+0.4%	+$96	0.01%	867
2015 Q3	$22K	Buy	1,394 +4	+0.3%	+$66	0.01%	855
2015 Q2	$23K	Sell	1,390 -300	-18%	-$4.91K	0.01%	933
2015 Q1	$28K	Sell	1,690 -100	-6%	-$1.61K	0.01%	900
2014 Q4	$29K	Sell	1,790 -342	-16%	-$5.49K	0.01%	1094
2014 Q3	$34K	Buy	2,132 +156	+8%	+$2.47K	0.01%	1050
2014 Q2	$30K	Sell	1,976 -592	-23%	-$8.9K	0.01%	1108
2014 Q1	$39K	Buy	2,568 +8	+0.3%	+$123	0.01%	1005
2013 Q4	$40K	Buy	2,560 +340	+15%	+$5.39K	0.01%	1084
2013 Q3	$36K	Buy	2,220 +748	+51%	+$12.2K	0.01%	1049
2013 Q2	$24K	Buy	+1,472	New	+$23.3K	﹤0.01%	1139

Other funds holding BRO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return