WFG Advisors’s Capitol Federal Financial CFFN Stock Holding History

WFG Advisors’s Portfolio CFFN Stock Details CFFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$75K	Hold	5,292	–	–	0.02%	600
2017 Q1	$77K	Hold	5,292	–	–	0.02%	554
2016 Q4	$87K	Hold	5,292	–	–	0.02%	564
2016 Q3	$74K	Hold	5,292	–	–	0.02%	606
2016 Q2	$74K	Hold	5,292	–	–	0.02%	580
2016 Q1	$70K	Buy	5,292 +551	+12%	+$6.87K	0.02%	569
2015 Q4	$60K	Hold	4,741	–	–	0.02%	615
2015 Q3	$57K	Sell	4,741 -181	-4%	-$2.18K	0.02%	603
2015 Q2	$59K	Hold	4,922	–	–	0.02%	675
2015 Q1	$62K	Hold	4,922	–	–	0.02%	672
2014 Q4	$63K	Hold	4,922	–	–	0.01%	797
2014 Q3	$58K	Buy	+4,922	New	+$59.4K	0.01%	868

Other funds holding CFFN

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

IAM

Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return

WFG Advisors's CFFN Position: Q2 2017 in Review

WFG Advisors held its Capitol Federal Financial (CFFN) position steady in Q2 2017 at 5,292 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #600.

WFG Advisors first reported a position in CFFN in Q3 2014 and has held it in 12 quarters since. The position peaked at $87K in Q4 2016. 147 funds tracked by Wall St. Rank hold CFFN as of Q2 2017.

WFG Advisors held 5,292 shares of Capitol Federal Financial worth $75K as of Q2 2017.
WFG Advisors left its Capitol Federal Financial share count unchanged in Q2 2017.
Capitol Federal Financial made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #600 holding.
WFG Advisors first reported a position in Capitol Federal Financial in Q3 2014 and has held it in 12 quarters since.
WFG Advisors's Capitol Federal Financial position peaked at $87K in Q4 2016.
147 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2017.

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