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WFG Advisors’s Cisco CSCO Stock Holding History

WFG Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$6K – 1816
2014
Q4 		$6K Hold
1,000
– – ﹤0.01% 1594
2014
Q3 		$3K Hold
1,000
– – ﹤0.01% 1774
2014
Q2 		$3K Hold
1,000
– – ﹤0.01% 1745
2014
Q1 		$2K Buy
+1,000
New +$22.1K ﹤0.01% 1789

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

WFG Advisors's CSCO Position: Q2 2017 in Review

WFG Advisors increased its Cisco (CSCO) stake by 21% in Q2 2017, buying an estimated $385K and bringing the position to 67,294 shares worth $2.11M. The position accounts for 0.48% of the portfolio, ranked #48.

WFG Advisors first reported a position in CSCO in Q2 2013 and has held it in 17 quarters since. 1,907 funds tracked by Wall St. Rank hold CSCO as of Q2 2017.

  • WFG Advisors held 67,294 shares of Cisco worth $2.11M as of Q2 2017.
  • WFG Advisors bought 11,814 Cisco shares in Q2 2017, an estimated $385K.
  • Cisco made up 0.48% of WFG Advisors's portfolio in Q2 2017, its #48 holding.
  • WFG Advisors first reported a position in Cisco in Q2 2013 and has held it in 17 quarters since.
  • 1,907 funds tracked by Wall St. Rank held Cisco as of Q2 2017.

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