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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WFG Advisors's CSV Position: Q2 2017 in Review

WFG Advisors increased its Carriage Services (CSV) stake by 0.22% in Q2 2017, buying an estimated $27 and bringing the position to 446 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

WFG Advisors first reported a position in CSV in Q2 2014 and has held it in 13 quarters since. 122 funds tracked by Wall St. Rank hold CSV as of Q2 2017.

WFG Advisors held 446 shares of Carriage Services worth $12K as of Q2 2017.
WFG Advisors bought 1 Carriage Services share in Q2 2017, an estimated $27.
Carriage Services made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1081 holding.
WFG Advisors first reported a position in Carriage Services in Q2 2014 and has held it in 13 quarters since.
122 funds tracked by Wall St. Rank held Carriage Services as of Q2 2017.

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