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 $263B AUM 16.68% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Bank of New York Mellon

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