WFG Advisors’s Cracker Barrel CBRL Stock Holding History

WFG Advisors’s Portfolio CBRL Stock Details CBRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$44K	Buy	261 +53	+25%	+$8.63K	0.01%	726
2017 Q1	$33K	Buy	208 +1	+0.5%	+$160	0.01%	769
2016 Q4	$35K	Buy	207 +1	+0.5%	+$151	0.01%	800
2016 Q3	$27K	Buy	206 +5	+2%	+$768	0.01%	867
2016 Q2	$34K	Buy	201 +97	+93%	+$15.1K	0.01%	794
2016 Q1	$16K	Buy	104 +1	+1%	+$138	﹤0.01%	932
2015 Q4	$13K	Buy	+103	New	+$13.9K	﹤0.01%	1010
2015 Q1	–	Sell	-1	Closed	–	–	1795
2014 Q4	$0	Buy	+1	New	+$120	﹤0.01%	2086
2014 Q1	–	Sell	-30	Closed	-$3K	–	2009
2013 Q4	$3K	Buy	30 +6	+25%	+$651	﹤0.01%	1862
2013 Q3	$2K	Sell	24 -152	-86%	-$15.2K	﹤0.01%	1917
2013 Q2	$17K	Buy	+176	New	+$15.3K	﹤0.01%	1263

Other funds holding CBRL

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

WFG Advisors's CBRL Position: Q2 2017 in Review

WFG Advisors increased its Cracker Barrel (CBRL) stake by 25% in Q2 2017, buying an estimated $8.63K and bringing the position to 261 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #726.

WFG Advisors first reported a position in CBRL in Q2 2013 and has held it in 11 quarters since. 330 funds tracked by Wall St. Rank hold CBRL as of Q2 2017.

WFG Advisors held 261 shares of Cracker Barrel worth $44K as of Q2 2017.
WFG Advisors bought 53 Cracker Barrel shares in Q2 2017, an estimated $8.63K.
Cracker Barrel made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #726 holding.
WFG Advisors first reported a position in Cracker Barrel in Q2 2013 and has held it in 11 quarters since.
330 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2017.

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