WFG Advisors’s Everest Group EG Stock Holding History

WFG Advisors’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$22K	Hold	86	–	–	0.01%	918
2017 Q1	$20K	Buy	86 +1	+1%	+$228	0.01%	878
2016 Q4	$18K	Hold	85	–	–	﹤0.01%	958
2016 Q3	$16K	Sell	85 -1	-1%	-$188	﹤0.01%	992
2016 Q2	$16K	Hold	86	–	–	﹤0.01%	966
2016 Q1	$17K	Buy	86 +2	+2%	+$370	﹤0.01%	919
2015 Q4	$15K	Buy	84 +1	+1%	+$182	﹤0.01%	966
2015 Q3	$14K	Buy	83 +1	+1%	+$181	﹤0.01%	992
2015 Q2	$15K	Hold	82	–	–	﹤0.01%	1058
2015 Q1	$14K	Buy	82 +1	+1%	+$176	﹤0.01%	1093
2014 Q4	$14K	Hold	81	–	–	﹤0.01%	1339
2014 Q3	$13K	Buy	81 +1	+1%	+$162	﹤0.01%	1403
2014 Q2	$13K	Hold	80	–	–	﹤0.01%	1408
2014 Q1	$12K	Hold	80	–	–	﹤0.01%	1411
2013 Q4	$12K	Buy	80 +1	+1%	+$153	﹤0.01%	1518
2013 Q3	$12K	Hold	79	–	–	﹤0.01%	1454
2013 Q2	$10K	Buy	+79	New	+$10.2K	﹤0.01%	1439

Other funds holding EG

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

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

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return