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WFG Advisors’s Dolby DLB Stock Holding History

WFG Advisors’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-32
Closed -$2K – 1591
2016
Q3 		$2K Hold
32
– – ﹤0.01% 1393
2016
Q2 		$2K Hold
32
– – ﹤0.01% 1372
2016
Q1 		$1K Hold
32
– – ﹤0.01% 1405
2015
Q4 		$1K Hold
32
– – ﹤0.01% 1441
2015
Q3 		$1K Hold
32
– – ﹤0.01% 1486
2015
Q2 		$1K Hold
32
– – ﹤0.01% 1557
2015
Q1 		$1K Hold
32
– – ﹤0.01% 1618
2014
Q4 		$1K Hold
32
– – ﹤0.01% 1944
2014
Q3 		$1K Hold
32
– – ﹤0.01% 1959
2014
Q2 		$1K Hold
32
– – ﹤0.01% 1893
2014
Q1 		$1K Hold
32
– – ﹤0.01% 1880
2013
Q4 		$1K Hold
32
– – ﹤0.01% 2067
2013
Q3 		$1K Hold
32
– – ﹤0.01% 2022
2013
Q2 		$1K Buy
+32
New +$1.07K ﹤0.01% 1937

Other funds holding DLB

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

WFG Advisors's DLB Position: Q4 2016 in Review

WFG Advisors sold out of Dolby (DLB) in Q4 2016, closing a stake of 32 shares — an estimated $2K sold.

WFG Advisors first reported a position in DLB in Q2 2013 and held it in 14 quarters. The position peaked at $2K in Q3 2016. 280 funds tracked by Wall St. Rank hold DLB as of Q4 2016.

  • WFG Advisors reported no remaining Dolby position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 32 Dolby shares in Q4 2016, an estimated $2K.
  • WFG Advisors first reported a position in Dolby in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Dolby position peaked at $2K in Q3 2016.
  • 280 funds tracked by Wall St. Rank held Dolby as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.