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

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

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Macquarie Group

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

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

Franklin Resources

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return