WFG Advisors’s Crane NXT CXT Stock Holding History

WFG Advisors’s Portfolio CXT Stock Details CXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-2,067	Closed	-$52K	–	1514
2016 Q4	$52K	Sell	2,067 -2,799	-58%	-$67.8K	0.01%	707
2016 Q3	$106K	Sell	4,866 -106	-2%	-$2.28K	0.03%	502
2016 Q2	$98K	Buy	4,972 +106	+2%	+$2.07K	0.03%	497
2016 Q1	$91K	Buy	4,866 +1,210	+33%	+$20.6K	0.03%	496
2015 Q4	$61K	Hold	3,656	–	–	0.02%	610
2015 Q3	$59K	Sell	3,656 -136	-4%	-$2.5K	0.02%	592
2015 Q2	$77K	Hold	3,792	–	–	0.02%	605
2015 Q1	$82K	Hold	3,792	–	–	0.02%	590
2014 Q4	$77K	Buy	3,792 +596	+19%	+$12.3K	0.02%	723
2014 Q3	$70K	Sell	3,196 -112	-3%	-$2.71K	0.01%	796
2014 Q2	$85K	Sell	3,308 -89	-3%	-$2.25K	0.02%	711
2014 Q1	$84K	Sell	3,397 -29,677	-90%	-$700K	0.02%	704
2013 Q4	$773K	Sell	33,074 -1,592	-5%	-$34.9K	0.11%	215
2013 Q3	$743K	Sell	34,666 -4,111	-11%	-$87.3K	0.12%	206
2013 Q2	$807K	Buy	+38,777	New	+$766K	0.13%	188

Other funds holding CXT

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return