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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 $5.7T AUM 30.48% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return