WFG Advisors’s CA, Inc. CA Stock Holding History

WFG Advisors’s Portfolio CA Stock Details CA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1K	Hold	36	–	–	﹤0.01%	1539
2017 Q1	$1K	Sell	36 -17	-32%	-$547	﹤0.01%	1469
2016 Q4	$2K	Buy	53 +36	+212%	+$1.15K	﹤0.01%	1447
2016 Q3	$1K	Hold	17	–	–	﹤0.01%	1550
2016 Q2	$1K	Hold	17	–	–	﹤0.01%	1543
2016 Q1	$1K	Buy	+17	New	+$488	﹤0.01%	1510
2013 Q4	–	Sell	-785	Closed	-$23K	–	2425
2013 Q3	$23K	Buy	785 +48	+7%	+$1.44K	﹤0.01%	1231
2013 Q2	$21K	Buy	+737	New	+$19.7K	﹤0.01%	1206

Other funds holding CA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

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

WFG Advisors's CA Position: Q2 2017 in Review

WFG Advisors held its CA, Inc. (CA) position steady in Q2 2017 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

WFG Advisors first reported a position in CA in Q2 2013 and has held it in 8 quarters since. The position peaked at $23K in Q3 2013. 504 funds tracked by Wall St. Rank hold CA as of Q2 2017.

WFG Advisors held 36 shares of CA, Inc. worth $1K as of Q2 2017.
WFG Advisors left its CA, Inc. share count unchanged in Q2 2017.
CA, Inc. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1539 holding.
WFG Advisors first reported a position in CA, Inc. in Q2 2013 and has held it in 8 quarters since.
WFG Advisors's CA, Inc. position peaked at $23K in Q3 2013.
504 funds tracked by Wall St. Rank held CA, Inc. as of Q2 2017.

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