WA
CCF

WFG Advisors’s Chase Corporation CCF Stock Holding History

WFG Advisors’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$13K Hold
120
– – ﹤0.01% 1072
2017
Q1 		$11K Buy
+120
New +$10.8K ﹤0.01% 1055
2014
Q1 		– Sell
-145
Closed -$5K – 2273
2013
Q4 		$5K Sell
145
-618
-81% -$18.9K ﹤0.01% 1767
2013
Q3 		$22K Buy
+763
New +$21.4K ﹤0.01% 1249

Other funds holding CCF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WFG Advisors's CCF Position: Q2 2017 in Review

WFG Advisors held its Chase Corporation (CCF) position steady in Q2 2017 at 120 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

WFG Advisors first reported a position in CCF in Q3 2013 and has held it in 4 quarters since. The position peaked at $22K in Q3 2013. 112 funds tracked by Wall St. Rank hold CCF as of Q2 2017.

  • WFG Advisors held 120 shares of Chase Corporation worth $13K as of Q2 2017.
  • WFG Advisors left its Chase Corporation share count unchanged in Q2 2017.
  • Chase Corporation made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1072 holding.
  • WFG Advisors first reported a position in Chase Corporation in Q3 2013 and has held it in 4 quarters since.
  • WFG Advisors's Chase Corporation position peaked at $22K in Q3 2013.
  • 112 funds tracked by Wall St. Rank held Chase Corporation as of Q2 2017.

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