WFG Advisors’s Boston Properties BXP Stock Holding History

WFG Advisors’s Portfolio BXP Stock Details BXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-22	Closed	-$3K	–	1674
2015 Q1	$3K	Buy	22 +1	+5%	+$140	﹤0.01%	1455
2014 Q4	$3K	Hold	21	–	–	﹤0.01%	1753
2014 Q3	$2K	Buy	+21	New	+$2.51K	﹤0.01%	1849

Other funds holding BXP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WFG Advisors's BXP Position: Q2 2015 in Review

WFG Advisors sold out of Boston Properties (BXP) in Q2 2015, closing a stake of 22 shares — an estimated $3K sold.

WFG Advisors first reported a position in BXP in Q3 2014 and held it in 3 quarters. The position peaked at $3K in Q1 2015. 457 funds tracked by Wall St. Rank hold BXP as of Q2 2015.

WFG Advisors reported no remaining Boston Properties position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 22 Boston Properties shares in Q2 2015, an estimated $3K.
WFG Advisors first reported a position in Boston Properties in Q3 2014 and held it in 3 quarters.
WFG Advisors's Boston Properties position peaked at $3K in Q1 2015.
457 funds tracked by Wall St. Rank held Boston Properties as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.