WFG Advisors’s Cardinal Health CAH Stock Holding History

WFG Advisors’s Portfolio CAH Stock Details CAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$38K	Buy	487 +100	+26%	+$7.55K	0.01%	769
2017 Q1	$32K	Hold	387	–	–	0.01%	775
2016 Q4	$28K	Hold	387	–	–	0.01%	859
2016 Q3	$30K	Hold	387	–	–	0.01%	836
2016 Q2	$30K	Buy	387 +375	+3,125%	+$29.9K	0.01%	824
2016 Q1	$1K	Hold	12	–	–	﹤0.01%	1400
2015 Q4	$1K	Hold	12	–	–	﹤0.01%	1436
2015 Q3	$1K	Sell	12 -1,065	-99%	-$89K	﹤0.01%	1479
2015 Q2	$90K	Buy	1,077 +1,015	+1,637%	+$89.6K	0.02%	563
2015 Q1	$6K	Sell	62 -127	-67%	-$10.9K	﹤0.01%	1308
2014 Q4	$15K	Buy	189 +101	+115%	+$7.98K	﹤0.01%	1320
2014 Q3	$7K	Hold	88	–	–	﹤0.01%	1571
2014 Q2	$6K	Hold	88	–	–	﹤0.01%	1602
2014 Q1	$6K	Sell	88 -141	-62%	-$9.8K	﹤0.01%	1577
2013 Q4	$15K	Hold	229	–	–	﹤0.01%	1449
2013 Q3	$12K	Sell	229 -200	-47%	-$10.2K	﹤0.01%	1452
2013 Q2	$20K	Buy	+429	New	+$19.6K	﹤0.01%	1207

Other funds holding CAH

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

WFG Advisors's CAH Position: Q2 2017 in Review

WFG Advisors increased its Cardinal Health (CAH) stake by 26% in Q2 2017, buying an estimated $7.55K and bringing the position to 487 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #769.

WFG Advisors first reported a position in CAH in Q2 2013 and has held it in 17 quarters since. The position peaked at $90K in Q2 2015. 747 funds tracked by Wall St. Rank hold CAH as of Q2 2017.

WFG Advisors held 487 shares of Cardinal Health worth $38K as of Q2 2017.
WFG Advisors bought 100 Cardinal Health shares in Q2 2017, an estimated $7.55K.
Cardinal Health made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #769 holding.
WFG Advisors first reported a position in Cardinal Health in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Cardinal Health position peaked at $90K in Q2 2015.
747 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2017.

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