WFG Advisors’s City Holding Co CHCO Stock Holding History

WFG Advisors’s Portfolio CHCO Stock Details CHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$20K	Hold	310	–	–	﹤0.01%	959
2017 Q1	$20K	Hold	310	–	–	0.01%	876
2016 Q4	$21K	Hold	310	–	–	0.01%	917
2016 Q3	$16K	Hold	310	–	–	﹤0.01%	989
2016 Q2	$14K	Hold	310	–	–	﹤0.01%	993
2016 Q1	$15K	Hold	310	–	–	﹤0.01%	942
2015 Q4	$14K	Buy	+310	New	+$14.9K	﹤0.01%	982

Other funds holding CHCO

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

WFG Advisors's CHCO Position: Q2 2017 in Review

WFG Advisors held its City Holding Co (CHCO) position steady in Q2 2017 at 310 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

WFG Advisors first reported a position in CHCO in Q4 2015 and has held it in 7 quarters since. The position peaked at $21K in Q4 2016. 138 funds tracked by Wall St. Rank hold CHCO as of Q2 2017.

WFG Advisors held 310 shares of City Holding Co worth $20K as of Q2 2017.
WFG Advisors left its City Holding Co share count unchanged in Q2 2017.
City Holding Co made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #959 holding.
WFG Advisors first reported a position in City Holding Co in Q4 2015 and has held it in 7 quarters since.
WFG Advisors's City Holding Co position peaked at $21K in Q4 2016.
138 funds tracked by Wall St. Rank held City Holding Co as of Q2 2017.

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