WFG Advisors’s Carriage Services CSV Stock Holding History

WFG Advisors’s Portfolio CSV Stock Details CSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$12K	Buy	446 +1	+0.2%	+$27	﹤0.01%	1081
2017 Q1	$12K	Buy	445 +311	+232%	+$8.33K	﹤0.01%	1019
2016 Q4	$4K	Hold	134	–	–	﹤0.01%	1298
2016 Q3	$3K	Buy	134 +1	+0.8%	+$24	﹤0.01%	1338
2016 Q2	$3K	Hold	133	–	–	﹤0.01%	1313
2016 Q1	$3K	Hold	133	–	–	﹤0.01%	1268
2015 Q4	$3K	Hold	133	–	–	﹤0.01%	1294
2015 Q3	$3K	Hold	133	–	–	﹤0.01%	1343
2015 Q2	$3K	Hold	133	–	–	﹤0.01%	1413
2015 Q1	$3K	Hold	133	–	–	﹤0.01%	1458
2014 Q4	$3K	Buy	133 +1	+0.8%	+$19	﹤0.01%	1755
2014 Q3	$2K	Hold	132	–	–	﹤0.01%	1854
2014 Q2	$2K	Buy	+132	New	+$2.27K	﹤0.01%	1809

Other funds holding CSV

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return