WA
DOV icon

WFG Advisors’s Dover DOV Stock Holding History

WFG Advisors’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$72K Hold
1,107
– – 0.02% 614
2017
Q1 		$72K Hold
1,107
– – 0.02% 571
2016
Q4 		$67K Sell
1,107
-25
-2% -$1.45K 0.02% 648
2016
Q3 		$67K Buy
1,132
+2
+0.2% +$116 0.02% 633
2016
Q2 		$63K Hold
1,130
– – 0.02% 630
2016
Q1 		$59K Buy
1,130
+1,106
+4,608% +$53.6K 0.02% 616
2015
Q4 		$1K Hold
24
– – ﹤0.01% 1442
2015
Q3 		$1K Hold
24
– – ﹤0.01% 1488
2015
Q2 		$1K Hold
24
– – ﹤0.01% 1560
2015
Q1 		$1K Sell
24
-346
-94% -$19.9K ﹤0.01% 1621
2014
Q4 		$21K Buy
370
+1
+0.3% +$62 ﹤0.01% 1200
2014
Q3 		$24K Sell
369
-153
-29% -$10.8K ﹤0.01% 1203
2014
Q2 		$38K Hold
522
– – 0.01% 1021
2014
Q1 		$34K Sell
522
-13,859
-96% -$862K 0.01% 1049
2013
Q4 		$931K Sell
14,381
-941
-6% -$57.6K 0.13% 178
2013
Q3 		$923K Sell
15,322
-2,068
-12% -$119K 0.14% 169
2013
Q2 		$905K Buy
+17,390
New +$871K 0.15% 165

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return