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WFG Advisors’s Cboe Global Markets CBOE Stock Holding History

WFG Advisors’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$22K Buy
240
+42
+21% +$3.58K 0.01% 917
2017
Q1 		$16K Sell
198
-42
-18% -$3.28K ﹤0.01% 936
2016
Q4 		$18K Hold
240
– – ﹤0.01% 957
2016
Q3 		$16K Hold
240
– – ﹤0.01% 988
2016
Q2 		$16K Hold
240
– – ﹤0.01% 965
2016
Q1 		$16K Sell
240
-120
-33% -$7.65K ﹤0.01% 931
2015
Q4 		$23K Sell
360
-4,435
-92% -$300K 0.01% 851
2015
Q3 		$322K Sell
4,795
-55
-1% -$3.47K 0.1% 205
2015
Q2 		$278K Hold
4,850
– – 0.08% 258
2015
Q1 		$278K Sell
4,850
-462
-9% -$28.8K 0.08% 263
2014
Q4 		$337K Buy
5,312
+314
+6% +$18.7K 0.07% 312
2014
Q3 		$268K Buy
4,998
+380
+8% +$19.4K 0.05% 379
2014
Q2 		$227K Buy
4,618
+260
+6% +$13.2K 0.04% 427
2014
Q1 		$247K Buy
4,358
+213
+5% +$11.4K 0.05% 389
2013
Q4 		$215K Buy
4,145
+75
+2% +$3.78K 0.03% 498
2013
Q3 		$184K Buy
4,070
+590
+17% +$28K 0.03% 515
2013
Q2 		$162K Buy
+3,480
New +$138K 0.03% 518

Other funds holding CBOE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WFG Advisors's CBOE Position: Q2 2017 in Review

WFG Advisors increased its Cboe Global Markets (CBOE) stake by 21% in Q2 2017, buying an estimated $3.58K and bringing the position to 240 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #917.

WFG Advisors first reported a position in CBOE in Q2 2013 and has held it in 17 quarters since. The position peaked at $337K in Q4 2014. 368 funds tracked by Wall St. Rank hold CBOE as of Q2 2017.

  • WFG Advisors held 240 shares of Cboe Global Markets worth $22K as of Q2 2017.
  • WFG Advisors bought 42 Cboe Global Markets shares in Q2 2017, an estimated $3.58K.
  • Cboe Global Markets made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #917 holding.
  • WFG Advisors first reported a position in Cboe Global Markets in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Cboe Global Markets position peaked at $337K in Q4 2014.
  • 368 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2017.

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