WFG Advisors’s DigitalBridge DBRG Stock Holding History

WFG Advisors’s Portfolio DBRG Stock Details DBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$971K	Buy	17,237 +6,321	+58%	+$343K	0.22%	111
2017 Q1	$564K	Buy	10,916 +9,941	+1,020%	+$559K	0.15%	157
2016 Q4	$58K	Hold	975	–	–	0.01%	683
2016 Q3	$50K	Sell	975 -175	-15%	-$8.34K	0.01%	704
2016 Q2	$47K	Buy	+1,150	New	+$54.7K	0.01%	698

Other funds holding DBRG

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

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WFG Advisors's DBRG Position: Q2 2017 in Review

WFG Advisors increased its DigitalBridge (DBRG) stake by 58% in Q2 2017, buying an estimated $343K and bringing the position to 17,237 shares worth $971K. The position accounts for 0.22% of the portfolio, ranked #111.

WFG Advisors first reported a position in DBRG in Q2 2016 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold DBRG as of Q2 2017.

WFG Advisors held 17,237 shares of DigitalBridge worth $971K as of Q2 2017.
WFG Advisors bought 6,321 DigitalBridge shares in Q2 2017, an estimated $343K.
DigitalBridge made up 0.22% of WFG Advisors's portfolio in Q2 2017, its #111 holding.
WFG Advisors first reported a position in DigitalBridge in Q2 2016 and has held it in 5 quarters since.
385 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2017.

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