WFG Advisors’s Exelixis EXEL Stock Holding History

WFG Advisors’s Portfolio EXEL Stock Details EXEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-5,000	Closed	-$20K	–	1601
2016 Q1	$20K	Hold	5,000	–	–	0.01%	889
2015 Q4	$28K	Hold	5,000	–	–	0.01%	813
2015 Q3	$28K	Hold	5,000	–	–	0.01%	797
2015 Q2	$19K	Hold	5,000	–	–	0.01%	991
2015 Q1	$13K	Hold	5,000	–	–	﹤0.01%	1118
2014 Q4	$7K	Hold	5,000	–	–	﹤0.01%	1564
2014 Q3	$8K	Sell	5,000 -11,000	-69%	-$35.3K	﹤0.01%	1552
2014 Q2	$54K	Buy	16,000 +1,000	+7%	+$3.45K	0.01%	885
2014 Q1	$53K	Buy	15,000 +8,000	+114%	+$54.5K	0.01%	889
2013 Q4	$43K	Hold	7,000	–	–	0.01%	1052
2013 Q3	$41K	Hold	7,000	–	–	0.01%	1000
2013 Q2	$32K	Buy	+7,000	New	+$33.2K	0.01%	1044

Other funds holding EXEL

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

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

WFG Advisors's EXEL Position: Q2 2016 in Review

WFG Advisors sold out of Exelixis (EXEL) in Q2 2016, closing a stake of 5,000 shares — an estimated $20K sold.

WFG Advisors first reported a position in EXEL in Q2 2013 and held it in 12 quarters. The position peaked at $54K in Q2 2014. 166 funds tracked by Wall St. Rank hold EXEL as of Q2 2016.

WFG Advisors reported no remaining Exelixis position as of Q2 2016 after selling out during the quarter.
WFG Advisors sold 5,000 Exelixis shares in Q2 2016, an estimated $20K.
WFG Advisors first reported a position in Exelixis in Q2 2013 and held it in 12 quarters.
WFG Advisors's Exelixis position peaked at $54K in Q2 2014.
166 funds tracked by Wall St. Rank held Exelixis as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.