WFG Advisors’s DST Systems Inc. DST Stock Holding History

WFG Advisors’s Portfolio DST Stock Details DST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$198K	Buy	3,205 +401	+14%	+$24.5K	0.04%	368
2017 Q1	$172K	Sell	2,804 -600	-18%	-$34.8K	0.05%	364
2016 Q4	$182K	Buy	3,404 +2	+0.1%	+$106	0.04%	403
2016 Q3	$201K	Hold	3,402	–	–	0.05%	375
2016 Q2	$198K	Buy	3,402 +400	+13%	+$23.5K	0.05%	343
2016 Q1	$169K	Sell	3,002 -200	-6%	-$10.7K	0.05%	339
2015 Q4	$183K	Buy	3,202 +602	+23%	+$35.4K	0.05%	309
2015 Q3	$137K	Buy	2,600 +200	+8%	+$11.1K	0.04%	381
2015 Q2	$151K	Buy	+2,400	New	+$142K	0.04%	415
2014 Q1	–	Sell	-140	Closed	-$6K	–	2422
2013 Q4	$6K	Buy	140 +2	+1%	+$85	﹤0.01%	1730
2013 Q3	$5K	Hold	138	–	–	﹤0.01%	1770
2013 Q2	$5K	Buy	+138	New	+$4.73K	﹤0.01%	1699

Other funds holding DST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's DST Position: Q2 2017 in Review

WFG Advisors increased its DST Systems Inc. (DST) stake by 14% in Q2 2017, buying an estimated $24.5K and bringing the position to 3,205 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #368.

WFG Advisors first reported a position in DST in Q2 2013 and has held it in 12 quarters since. The position peaked at $201K in Q3 2016. 311 funds tracked by Wall St. Rank hold DST as of Q2 2017.

WFG Advisors held 3,205 shares of DST Systems Inc. worth $198K as of Q2 2017.
WFG Advisors bought 401 DST Systems Inc. shares in Q2 2017, an estimated $24.5K.
DST Systems Inc. made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #368 holding.
WFG Advisors first reported a position in DST Systems Inc. in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's DST Systems Inc. position peaked at $201K in Q3 2016.
311 funds tracked by Wall St. Rank held DST Systems Inc. as of Q2 2017.

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