WFG Advisors’s Cardiovascular Systems, Inc. CSII Stock Holding History

WFG Advisors’s Portfolio CSII Stock Details CSII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1.52M	Buy	47,058 +34,203	+266%	+$1.04M	0.34%	77
2017 Q1	$363K	Buy	12,855 +9,610	+296%	+$255K	0.1%	226
2016 Q4	$79K	Buy	3,245 +50	+2%	+$1.23K	0.02%	599
2016 Q3	$76K	Sell	3,195 -20,175	-86%	-$442K	0.02%	602
2016 Q2	$430K	Buy	23,370 +6,600	+39%	+$103K	0.11%	188
2016 Q1	$174K	Sell	16,770 -3,000	-15%	-$30.4K	0.05%	335
2015 Q4	$299K	Sell	19,770 -2,330	-11%	-$34.6K	0.09%	223
2015 Q3	$350K	Sell	22,100 -42,120	-66%	-$1.06M	0.11%	196
2015 Q2	$1.7M	Sell	64,220 -15,250	-19%	-$493K	0.47%	39
2015 Q1	$3.1M	Buy	79,470 +150	+0.2%	+$5.17K	0.87%	19
2014 Q4	$2.39M	Buy	79,320 +600	+0.8%	+$17.2K	0.48%	31
2014 Q3	$1.86M	Sell	78,720 -8,800	-10%	-$250K	0.35%	51
2014 Q2	$2.73M	Buy	87,520 +880	+1%	+$25.4K	0.51%	28
2014 Q1	$2.75M	Sell	86,640 -2,500	-3%	-$82.6K	0.55%	24
2013 Q4	$3.06M	Buy	89,140 +6,425	+8%	+$187K	0.44%	39
2013 Q3	$1.66M	Sell	82,715 -16,450	-17%	-$342K	0.26%	91
2013 Q2	$2.1M	Buy	+99,165	New	+$1.93M	0.35%	64

Other funds holding CSII

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WFG Advisors's CSII Position: Q2 2017 in Review

WFG Advisors increased its Cardiovascular Systems, Inc. (CSII) stake by 266% in Q2 2017, buying an estimated $1.04M and bringing the position to 47,058 shares worth $1.52M. The position accounts for 0.34% of the portfolio, ranked #77.

WFG Advisors first reported a position in CSII in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.1M in Q1 2015. 157 funds tracked by Wall St. Rank hold CSII as of Q2 2017.

WFG Advisors held 47,058 shares of Cardiovascular Systems, Inc. worth $1.52M as of Q2 2017.
WFG Advisors bought 34,203 Cardiovascular Systems, Inc. shares in Q2 2017, an estimated $1.04M.
Cardiovascular Systems, Inc. made up 0.34% of WFG Advisors's portfolio in Q2 2017, its #77 holding.
WFG Advisors first reported a position in Cardiovascular Systems, Inc. in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Cardiovascular Systems, Inc. position peaked at $3.1M in Q1 2015.
157 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q2 2017.

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