WFG Advisors’s Cal-Maine CALM Stock Holding History

WFG Advisors’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1K	Sell	27 -30	-53%	-$1.15K	﹤0.01%	1466
2017 Q1	$2K	Sell	57 -12	-17%	-$480	﹤0.01%	1330
2016 Q4	$3K	Hold	69	–	–	﹤0.01%	1342
2016 Q3	$3K	Sell	69 -1,841	-96%	-$79.3K	﹤0.01%	1337
2016 Q2	$85K	Sell	1,910 -170	-8%	-$8.02K	0.02%	540
2016 Q1	$108K	Sell	2,080 -182	-8%	-$9.08K	0.03%	453
2015 Q4	$105K	Buy	2,262 +2,056	+998%	+$111K	0.03%	457
2015 Q3	$11K	Buy	206 +1	+0.5%	+$54	﹤0.01%	1062
2015 Q2	$11K	Buy	205 +2	+1%	+$98	﹤0.01%	1151
2015 Q1	$8K	Buy	203 +1	+0.5%	+$37	﹤0.01%	1255
2014 Q4	$8K	Sell	202 -100	-33%	-$4.26K	﹤0.01%	1516
2014 Q3	$13K	Buy	302 +102	+51%	+$4.05K	﹤0.01%	1399
2014 Q2	$7K	Buy	+200	New	+$6.57K	﹤0.01%	1567

Other funds holding CALM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

WFG Advisors's CALM Position: Q2 2017 in Review

WFG Advisors reduced its Cal-Maine (CALM) stake by 53% in Q2 2017, selling an estimated $1.15K and leaving 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

WFG Advisors first reported a position in CALM in Q2 2014 and has held it in 13 quarters since. The position peaked at $108K in Q1 2016. 207 funds tracked by Wall St. Rank hold CALM as of Q2 2017.

WFG Advisors held 27 shares of Cal-Maine worth $1K as of Q2 2017.
WFG Advisors sold 30 Cal-Maine shares in Q2 2017, an estimated $1.15K.
Cal-Maine made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1466 holding.
WFG Advisors first reported a position in Cal-Maine in Q2 2014 and has held it in 13 quarters since.
WFG Advisors's Cal-Maine position peaked at $108K in Q1 2016.
207 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2017.

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