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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFG Advisors's EG Position: Q2 2017 in Review

WFG Advisors held its Everest Group (EG) position steady in Q2 2017 at 86 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #918.

WFG Advisors first reported a position in EG in Q2 2013 and has held it in 17 quarters since. 437 funds tracked by Wall St. Rank hold EG as of Q2 2017.

WFG Advisors held 86 shares of Everest Group worth $22K as of Q2 2017.
WFG Advisors left its Everest Group share count unchanged in Q2 2017.
Everest Group made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #918 holding.
WFG Advisors first reported a position in Everest Group in Q2 2013 and has held it in 17 quarters since.
437 funds tracked by Wall St. Rank held Everest Group as of Q2 2017.

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