WFG Advisors’s Elevance Health ELV Stock Holding History

WFG Advisors’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$49K	Buy	262 +19	+8%	+$3.41K	0.01%	704
2017 Q1	$40K	Sell	243 -28	-10%	-$4.45K	0.01%	719
2016 Q4	$39K	Buy	271 +195	+257%	+$26.1K	0.01%	768
2016 Q3	$10K	Sell	76 -23	-23%	-$2.97K	﹤0.01%	1119
2016 Q2	$13K	Hold	99	–	–	﹤0.01%	1011
2016 Q1	$14K	Sell	99 -9	-8%	-$1.2K	﹤0.01%	958
2015 Q4	$15K	Buy	108 +4	+4%	+$551	﹤0.01%	968
2015 Q3	$15K	Sell	104 -395	-79%	-$59.4K	﹤0.01%	975
2015 Q2	$82K	Buy	499 +1	+0.2%	+$160	0.02%	589
2015 Q1	$77K	Buy	498 +126	+34%	+$17.9K	0.02%	608
2014 Q4	$47K	Buy	372 +105	+39%	+$13K	0.01%	906
2014 Q3	$32K	Buy	267 +1	+0.4%	+$115	0.01%	1085
2014 Q2	$29K	Sell	266 -40	-13%	-$4.12K	0.01%	1127
2014 Q1	$30K	Buy	306 +231	+308%	+$20.9K	0.01%	1094
2013 Q4	$7K	Buy	+75	New	+$6.66K	﹤0.01%	1663
2013 Q3	–	Sell	-101	Closed	-$8K	–	2167
2013 Q2	$8K	Buy	+101	New	+$7.56K	﹤0.01%	1526

Other funds holding ELV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group

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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return