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WFG Advisors’s First Financial Bankshares FFIN Stock Holding History

WFG Advisors’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-26,174
Closed -$391K – 1871
2014
Q4 		$391K Sell
26,174
-1,364
-5% -$20.4K 0.08% 277
2014
Q3 		$383K Buy
27,538
+2,818
+11% +$41.9K 0.07% 310
2014
Q2 		$388K Buy
24,720
+2,808
+13% +$42.4K 0.07% 307
2014
Q1 		$338K Buy
21,912
+1,424
+7% +$22.1K 0.07% 327
2013
Q4 		$339K Buy
20,488
+2,800
+16% +$43.7K 0.05% 397
2013
Q3 		$260K Buy
17,688
+2,172
+14% +$32.4K 0.04% 422
2013
Q2 		$216K Buy
+15,516
New +$202K 0.04% 438

Other funds holding FFIN

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's FFIN Position: Q1 2015 in Review

WFG Advisors sold out of First Financial Bankshares (FFIN) in Q1 2015, closing a stake of 26,174 shares — an estimated $391K sold.

WFG Advisors first reported a position in FFIN in Q2 2013 and held it in 7 quarters. The position peaked at $391K in Q4 2014. 112 funds tracked by Wall St. Rank hold FFIN as of Q1 2015.

  • WFG Advisors reported no remaining First Financial Bankshares position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 26,174 First Financial Bankshares shares in Q1 2015, an estimated $391K.
  • WFG Advisors first reported a position in First Financial Bankshares in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's First Financial Bankshares position peaked at $391K in Q4 2014.
  • 112 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.