WFG Advisors’s DREAMWORKS ANIMATION SKG INC CL-A DWA Stock Holding History

WFG Advisors’s Portfolio DWA Stock Details DWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-2,467	Closed	-$62K	–	1778
2016 Q1	$62K	Sell	2,467 -1,200	-33%	-$29.5K	0.02%	610
2015 Q4	$94K	Sell	3,667 -1,050	-22%	-$24.1K	0.03%	487
2015 Q3	$82K	Hold	4,717	–	–	0.03%	503
2015 Q2	$124K	Hold	4,717	–	–	0.03%	475
2015 Q1	$114K	Hold	4,717	–	–	0.03%	494
2014 Q4	$105K	Hold	4,717	–	–	0.02%	620
2014 Q3	$129K	Hold	4,717	–	–	0.02%	575
2014 Q2	$110K	Hold	4,717	–	–	0.02%	630
2014 Q1	$125K	Hold	4,717	–	–	0.03%	566
2013 Q4	$167K	Sell	4,717 -200	-4%	-$6.31K	0.02%	575
2013 Q3	$140K	Sell	4,917 -175	-3%	-$4.78K	0.02%	594
2013 Q2	$131K	Buy	+5,092	New	+$109K	0.02%	580

Other funds holding DWA

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WFG Advisors's DWA Position: Q2 2016 in Review

WFG Advisors sold out of DREAMWORKS ANIMATION SKG INC CL-A (DWA) in Q2 2016, closing a stake of 2,467 shares — an estimated $62K sold.

WFG Advisors first reported a position in DWA in Q2 2013 and held it in 12 quarters. The position peaked at $167K in Q4 2013. 199 funds tracked by Wall St. Rank hold DWA as of Q2 2016.

WFG Advisors reported no remaining DREAMWORKS ANIMATION SKG INC CL-A position as of Q2 2016 after selling out during the quarter.
WFG Advisors sold 2,467 DREAMWORKS ANIMATION SKG INC CL-A shares in Q2 2016, an estimated $62K.
WFG Advisors first reported a position in DREAMWORKS ANIMATION SKG INC CL-A in Q2 2013 and held it in 12 quarters.
WFG Advisors's DREAMWORKS ANIMATION SKG INC CL-A position peaked at $167K in Q4 2013.
199 funds tracked by Wall St. Rank held DREAMWORKS ANIMATION SKG INC CL-A as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.