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WFG Advisors’s Delta Air Lines DAL Stock Holding History

WFG Advisors’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$8K Buy
152
+1
+0.7% +$49 ﹤0.01% 1192
2017
Q1 		$7K Buy
+151
New +$7.37K ﹤0.01% 1150
2016
Q3 		– Sell
-502
Closed -$18K – 1592
2016
Q2 		$18K Buy
502
+200
+66% +$8.5K ﹤0.01% 937
2016
Q1 		$15K Buy
302
+12
+4% +$561 ﹤0.01% 944
2015
Q4 		$15K Buy
290
+19
+7% +$939 ﹤0.01% 963
2015
Q3 		$12K Buy
271
+1
+0.4% +$45 ﹤0.01% 1039
2015
Q2 		$11K Sell
270
-2,150
-89% -$94K ﹤0.01% 1152
2015
Q1 		$109K Sell
2,420
-8
-0.3% -$371 0.03% 511
2014
Q4 		$119K Sell
2,428
-52
-2% -$2.19K 0.02% 584
2014
Q3 		$90K Buy
2,480
+2,203
+795% +$84.2K 0.02% 702
2014
Q2 		$11K Hold
277
– – ﹤0.01% 1447
2014
Q1 		$10K Sell
277
-2,305
-89% -$74.1K ﹤0.01% 1459
2013
Q4 		$71K Buy
2,582
+423
+20% +$11.4K 0.01% 872
2013
Q3 		$51K Sell
2,159
-267
-11% -$5.57K 0.01% 920
2013
Q2 		$45K Buy
+2,426
New +$42.1K 0.01% 921

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's DAL Position: Q2 2017 in Review

WFG Advisors increased its Delta Air Lines (DAL) stake by 0.66% in Q2 2017, buying an estimated $49 and bringing the position to 152 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

WFG Advisors first reported a position in DAL in Q2 2013 and has held it in 15 quarters since. The position peaked at $119K in Q4 2014. 853 funds tracked by Wall St. Rank hold DAL as of Q2 2017.

  • WFG Advisors held 152 shares of Delta Air Lines worth $8K as of Q2 2017.
  • WFG Advisors bought 1 Delta Air Lines share in Q2 2017, an estimated $49.
  • Delta Air Lines made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1192 holding.
  • WFG Advisors first reported a position in Delta Air Lines in Q2 2013 and has held it in 15 quarters since.
  • WFG Advisors's Delta Air Lines position peaked at $119K in Q4 2014.
  • 853 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2017.

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