WFG Advisors’s Estee Lauder EL Stock Holding History

WFG Advisors’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$2K	Hold	26	–	–	﹤0.01%	1409
2017 Q1	$2K	Hold	26	–	–	﹤0.01%	1336
2016 Q4	$2K	Buy	26 +18	+225%	+$1.46K	﹤0.01%	1411
2016 Q3	$1K	Hold	8	–	–	﹤0.01%	1464
2016 Q2	$1K	Hold	8	–	–	﹤0.01%	1447
2016 Q1	$1K	Hold	8	–	–	﹤0.01%	1407
2015 Q4	$1K	Hold	8	–	–	﹤0.01%	1444
2015 Q3	$1K	Hold	8	–	–	﹤0.01%	1490
2015 Q2	$1K	Hold	8	–	–	﹤0.01%	1562
2015 Q1	$1K	Hold	8	–	–	﹤0.01%	1624
2014 Q4	$1K	Hold	8	–	–	﹤0.01%	1948
2014 Q3	$1K	Hold	8	–	–	﹤0.01%	1961
2014 Q2	$1K	Sell	8 -178	-96%	-$13.1K	﹤0.01%	1895
2014 Q1	$12K	Sell	186 -13	-7%	-$903	﹤0.01%	1412
2013 Q4	$15K	Buy	199 +1	+0.5%	+$72	﹤0.01%	1452
2013 Q3	$14K	Sell	198 -175	-47%	-$11.8K	﹤0.01%	1394
2013 Q2	$25K	Buy	+373	New	+$25.4K	﹤0.01%	1127

Other funds holding EL

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

WFG Advisors's EL Position: Q2 2017 in Review

WFG Advisors held its Estee Lauder (EL) position steady in Q2 2017 at 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

WFG Advisors first reported a position in EL in Q2 2013 and has held it in 17 quarters since. The position peaked at $25K in Q2 2013. 659 funds tracked by Wall St. Rank hold EL as of Q2 2017.

WFG Advisors held 26 shares of Estee Lauder worth $2K as of Q2 2017.
WFG Advisors left its Estee Lauder share count unchanged in Q2 2017.
Estee Lauder made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1409 holding.
WFG Advisors first reported a position in Estee Lauder in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Estee Lauder position peaked at $25K in Q2 2013.
659 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2017.

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