WFG Advisors’s Eagle Materials EXP Stock Holding History

WFG Advisors’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$12K	Buy	+131	New	+$12.6K	﹤0.01%	1084
2017 Q1	–	Sell	-131	Closed	-$13K	–	1539
2016 Q4	$13K	Hold	131	–	–	﹤0.01%	1040
2016 Q3	$10K	Hold	131	–	–	﹤0.01%	1121
2016 Q2	$10K	Buy	131 +1	+0.8%	+$76	﹤0.01%	1089
2016 Q1	$9K	Hold	130	–	–	﹤0.01%	1069
2015 Q4	$8K	Hold	130	–	–	﹤0.01%	1125
2015 Q3	$9K	Buy	+130	New	+$10.2K	﹤0.01%	1118

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's EXP Position: Q2 2017 in Review

WFG Advisors opened a new position in Eagle Materials (EXP) in Q2 2017: 131 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings. This is a return to the name: WFG Advisors previously reported a position in EXP as recently as Q4 2016.

WFG Advisors first reported a position in EXP in Q3 2015 and has held it in 7 quarters since. The position peaked at $13K in Q4 2016. 325 funds tracked by Wall St. Rank hold EXP as of Q2 2017.

WFG Advisors held 131 shares of Eagle Materials worth $12K as of Q2 2017.
Eagle Materials was a new WFG Advisors position in Q2 2017.
Eagle Materials made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1084 holding.
WFG Advisors first reported a position in Eagle Materials in Q3 2015 and has held it in 7 quarters since.
WFG Advisors's Eagle Materials position peaked at $13K in Q4 2016.
325 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2017.

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