WA
CSR

WFG Advisors’s Centerspace CSR Stock Holding History

WFG Advisors’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-67
Closed -$4K – 1580
2016
Q3 		$4K Hold
67
– – ﹤0.01% 1298
2016
Q2 		$4K Hold
67
– – ﹤0.01% 1273
2016
Q1 		$5K Hold
67
– – ﹤0.01% 1185
2015
Q4 		$5K Hold
67
– – ﹤0.01% 1216
2015
Q3 		$5K Hold
67
– – ﹤0.01% 1249
2015
Q2 		$5K Hold
67
– – ﹤0.01% 1339
2015
Q1 		$5K Hold
67
– – ﹤0.01% 1355
2014
Q4 		$5K Hold
67
– – ﹤0.01% 1627
2014
Q3 		$5K Hold
67
– – ﹤0.01% 1647
2014
Q2 		$6K Hold
67
– – ﹤0.01% 1604
2014
Q1 		$6K Hold
67
– – ﹤0.01% 1580
2013
Q4 		$6K Hold
67
– – ﹤0.01% 1701
2013
Q3 		$5K Hold
67
– – ﹤0.01% 1724
2013
Q2 		$6K Buy
+67
New +$6.21K ﹤0.01% 1600

Other funds holding CSR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return