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WFG Advisors’s Quest Diagnostics DGX Stock Holding History

WFG Advisors’s Portfolio DGX Stock Details DGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$107K Buy
966
+301
+45% +$31.8K 0.02% 513
2017
Q1 		$65K Sell
665
-308
-32% -$29.4K 0.02% 595
2016
Q4 		$89K Buy
973
+3
+0.3% +$259 0.02% 555
2016
Q3 		$82K Buy
970
+949
+4,519% +$79.7K 0.02% 576
2016
Q2 		$2K Hold
21
– – ﹤0.01% 1371
2016
Q1 		$2K Hold
21
– – ﹤0.01% 1330
2015
Q4 		$1K Hold
21
– – ﹤0.01% 1440
2015
Q3 		$1K Hold
21
– – ﹤0.01% 1485
2015
Q2 		$2K Sell
21
-37
-64% -$2.73K ﹤0.01% 1471
2015
Q1 		$4K Sell
58
-472
-89% -$33.8K ﹤0.01% 1413
2014
Q4 		$36K Buy
530
+1
+0.2% +$63 0.01% 1002
2014
Q3 		$32K Buy
529
+67
+15% +$4.13K 0.01% 1083
2014
Q2 		$27K Buy
462
+191
+70% +$11.2K 0.01% 1143
2014
Q1 		$16K Buy
271
+242
+834% +$13K ﹤0.01% 1326
2013
Q4 		$2K Buy
+29
New +$1.72K ﹤0.01% 1954
2013
Q3 		– Sell
-7
Closed – – 2159
2013
Q2 		$0 Buy
+7
New +$417 ﹤0.01% 2086

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WFG Advisors's DGX Position: Q2 2017 in Review

WFG Advisors increased its Quest Diagnostics (DGX) stake by 45% in Q2 2017, buying an estimated $31.8K and bringing the position to 966 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #513.

WFG Advisors first reported a position in DGX in Q2 2013 and has held it in 16 quarters since. 643 funds tracked by Wall St. Rank hold DGX as of Q2 2017.

  • WFG Advisors held 966 shares of Quest Diagnostics worth $107K as of Q2 2017.
  • WFG Advisors bought 301 Quest Diagnostics shares in Q2 2017, an estimated $31.8K.
  • Quest Diagnostics made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #513 holding.
  • WFG Advisors first reported a position in Quest Diagnostics in Q2 2013 and has held it in 16 quarters since.
  • 643 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2017.

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