WFG Advisors’s Babcock & Wilcox BW Stock Holding History

WFG Advisors’s Portfolio BW Stock Details BW 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%	1559
2017 Q1	$0	Hold	1	–	–	﹤0.01%	1502
2016 Q4	$0	Hold	1	–	–	﹤0.01%	1567
2016 Q3	$0	Hold	1	–	–	﹤0.01%	1578
2016 Q2	$0	Hold	1	–	–	﹤0.01%	1570
2016 Q1	$0	Hold	1	–	–	﹤0.01%	1538
2015 Q4	$0	Hold	1	–	–	﹤0.01%	1574
2015 Q3	$0	Buy	+1	New	+$185	﹤0.01%	1618

Other funds holding BW

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

WFG Advisors's BW Position: Q2 2017 in Review

WFG Advisors held its Babcock & Wilcox (BW) position steady in Q2 2017 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

WFG Advisors first reported a position in BW in Q3 2015 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold BW as of Q2 2017.

WFG Advisors held 1 share of Babcock & Wilcox worth $0 as of Q2 2017.
WFG Advisors left its Babcock & Wilcox share count unchanged in Q2 2017.
Babcock & Wilcox made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1559 holding.
WFG Advisors first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 8 quarters since.
129 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2017.

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