WFG Advisors’s Ericsson ERIC Stock Holding History

WFG Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$10K	Hold	1,338	–	–	﹤0.01%	1133
2017 Q1	$9K	Hold	1,338	–	–	﹤0.01%	1100
2016 Q4	$8K	Hold	1,338	–	–	﹤0.01%	1163
2016 Q3	$10K	Hold	1,338	–	–	﹤0.01%	1120
2016 Q2	$10K	Hold	1,338	–	–	﹤0.01%	1088
2016 Q1	$13K	Buy	1,338 +1,300	+3,421%	+$12K	﹤0.01%	982
2015 Q4	$0	Hold	38	–	–	﹤0.01%	1593
2015 Q3	$0	Hold	38	–	–	﹤0.01%	1636
2015 Q2	$0	Hold	38	–	–	﹤0.01%	1703
2015 Q1	$0	Hold	38	–	–	﹤0.01%	1850
2014 Q4	$0	Hold	38	–	–	﹤0.01%	2117
2014 Q3	$0	Hold	38	–	–	﹤0.01%	2112
2014 Q2	$0	Hold	38	–	–	﹤0.01%	1999
2014 Q1	$1K	Sell	38 -5,122	-99%	-$64K	﹤0.01%	1883
2013 Q4	$63K	Buy	5,160 +1,032	+25%	+$12.8K	0.01%	903
2013 Q3	$55K	Sell	4,128 -940	-19%	-$11.7K	0.01%	893
2013 Q2	$57K	Buy	+5,068	New	+$60.6K	0.01%	835

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

WFG Advisors's ERIC Position: Q2 2017 in Review

WFG Advisors held its Ericsson (ERIC) position steady in Q2 2017 at 1,338 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

WFG Advisors first reported a position in ERIC in Q2 2013 and has held it in 17 quarters since. The position peaked at $63K in Q4 2013. 204 funds tracked by Wall St. Rank hold ERIC as of Q2 2017.

WFG Advisors held 1,338 shares of Ericsson worth $10K as of Q2 2017.
WFG Advisors left its Ericsson share count unchanged in Q2 2017.
Ericsson made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1133 holding.
WFG Advisors first reported a position in Ericsson in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Ericsson position peaked at $63K in Q4 2013.
204 funds tracked by Wall St. Rank held Ericsson as of Q2 2017.

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