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WFG Advisors’s HF Sinclair DINO Stock Holding History

WFG Advisors’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$29K Sell
1,053
-228
-18% -$6.08K 0.01% 850
2017
Q1 		$36K Sell
1,281
-235
-16% -$6.86K 0.01% 744
2016
Q4 		$50K Buy
1,516
+8
+0.5% +$222 0.01% 719
2016
Q3 		$37K Sell
1,508
-39
-3% -$981 0.01% 775
2016
Q2 		$37K Sell
1,547
-100
-6% -$2.98K 0.01% 768
2016
Q1 		$58K Buy
1,647
+9
+0.5% +$310 0.02% 621
2015
Q4 		$65K Sell
1,638
-39
-2% -$1.85K 0.02% 582
2015
Q3 		$82K Sell
1,677
-97
-5% -$4.62K 0.03% 499
2015
Q2 		$76K Sell
1,774
-15,058
-89% -$608K 0.02% 609
2015
Q1 		$678K Sell
16,832
-62,561
-79% -$2.4M 0.19% 125
2014
Q4 		$2.98M Buy
79,393
+41,703
+111% +$1.74M 0.6% 23
2014
Q3 		$1.65M Buy
37,690
+22,846
+154% +$1.07M 0.31% 63
2014
Q2 		$649K Buy
14,844
+3,176
+27% +$156K 0.12% 203
2014
Q1 		$555K Buy
11,668
+6,952
+147% +$329K 0.11% 216
2013
Q4 		$234K Sell
4,716
-25,930
-85% -$1.18M 0.03% 481
2013
Q3 		$1.29M Buy
30,646
+22,969
+299% +$998K 0.2% 126
2013
Q2 		$328K Buy
+7,677
New +$367K 0.05% 349

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WFG Advisors's DINO Position: Q2 2017 in Review

WFG Advisors reduced its HF Sinclair (DINO) stake by 18% in Q2 2017, selling an estimated $6.08K and leaving 1,053 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #850.

WFG Advisors first reported a position in DINO in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.98M in Q4 2014. 367 funds tracked by Wall St. Rank hold DINO as of Q2 2017.

  • WFG Advisors held 1,053 shares of HF Sinclair worth $29K as of Q2 2017.
  • WFG Advisors sold 228 HF Sinclair shares in Q2 2017, an estimated $6.08K.
  • HF Sinclair made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #850 holding.
  • WFG Advisors first reported a position in HF Sinclair in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's HF Sinclair position peaked at $2.98M in Q4 2014.
  • 367 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2017.

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