WFG Advisors’s CVR Energy CVI Stock Holding History

WFG Advisors’s Portfolio CVI Stock Details CVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$6K	Buy	293 +6	+2%	+$123	﹤0.01%	1241
2017 Q1	$6K	Buy	287 +6	+2%	+$132	﹤0.01%	1174
2016 Q4	$7K	Buy	281 +9	+3%	+$156	﹤0.01%	1195
2016 Q3	$4K	Buy	272 +9	+3%	+$129	﹤0.01%	1300
2016 Q2	$4K	Sell	263 -121	-32%	-$2.56K	﹤0.01%	1274
2016 Q1	$10K	Sell	384 -92	-19%	-$2.68K	﹤0.01%	1043
2015 Q4	$19K	Buy	476 +4	+0.8%	+$172	0.01%	908
2015 Q3	$19K	Buy	472 +104	+28%	+$4.13K	0.01%	899
2015 Q2	$14K	Buy	368 +5	+1%	+$197	﹤0.01%	1083
2015 Q1	$15K	Buy	363 +154	+74%	+$6.08K	﹤0.01%	1070
2014 Q4	$8K	Buy	209 +1	+0.5%	+$44	﹤0.01%	1518
2014 Q3	$9K	Buy	208 +6	+3%	+$289	﹤0.01%	1520
2014 Q2	$10K	Buy	202 +2	+1%	+$94	﹤0.01%	1478
2014 Q1	$8K	Buy	+200	New	+$7.94K	﹤0.01%	1506

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

WFG Advisors's CVI Position: Q2 2017 in Review

WFG Advisors increased its CVR Energy (CVI) stake by 2.1% in Q2 2017, buying an estimated $123 and bringing the position to 293 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

WFG Advisors first reported a position in CVI in Q1 2014 and has held it in 14 quarters since. The position peaked at $19K in Q4 2015. 127 funds tracked by Wall St. Rank hold CVI as of Q2 2017.

WFG Advisors held 293 shares of CVR Energy worth $6K as of Q2 2017.
WFG Advisors bought 6 CVR Energy shares in Q2 2017, an estimated $123.
CVR Energy made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1241 holding.
WFG Advisors first reported a position in CVR Energy in Q1 2014 and has held it in 14 quarters since.
WFG Advisors's CVR Energy position peaked at $19K in Q4 2015.
127 funds tracked by Wall St. Rank held CVR Energy as of Q2 2017.

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