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WFG Advisors’s Carter's CRI Stock Holding History

WFG Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$179K Hold
2,010
– – 0.04% 391
2017
Q1 		$180K Buy
2,010
+135
+7% +$11.6K 0.05% 351
2016
Q4 		$162K Hold
1,875
– – 0.04% 422
2016
Q3 		$163K Hold
1,875
– – 0.04% 413
2016
Q2 		$200K Hold
1,875
– – 0.05% 338
2016
Q1 		$198K Hold
1,875
– – 0.06% 305
2015
Q4 		$167K Buy
+1,875
New +$167K 0.05% 333

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WFG Advisors's CRI Position: Q2 2017 in Review

WFG Advisors held its Carter's (CRI) position steady in Q2 2017 at 2,010 shares worth $179K. The position accounts for 0.04% of the portfolio, ranked #391.

WFG Advisors first reported a position in CRI in Q4 2015 and has held it in 7 quarters since. The position peaked at $200K in Q2 2016. 329 funds tracked by Wall St. Rank hold CRI as of Q2 2017.

  • WFG Advisors held 2,010 shares of Carter's worth $179K as of Q2 2017.
  • WFG Advisors left its Carter's share count unchanged in Q2 2017.
  • Carter's made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #391 holding.
  • WFG Advisors first reported a position in Carter's in Q4 2015 and has held it in 7 quarters since.
  • WFG Advisors's Carter's position peaked at $200K in Q2 2016.
  • 329 funds tracked by Wall St. Rank held Carter's as of Q2 2017.

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