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WFG Advisors’s Fair Isaac FICO Stock Holding History

WFG Advisors’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-78
Closed -$6K – 1874
2014
Q4 		$6K Hold
78
– – ﹤0.01% 1596
2014
Q3 		$4K Hold
78
– – ﹤0.01% 1712
2014
Q2 		$5K Hold
78
– – ﹤0.01% 1654
2014
Q1 		$4K Hold
78
– – ﹤0.01% 1666
2013
Q4 		$5K Hold
78
– – ﹤0.01% 1744
2013
Q3 		$4K Hold
78
– – ﹤0.01% 1787
2013
Q2 		$4K Buy
+78
New +$3.62K ﹤0.01% 1716

Other funds holding FICO

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

WFG Advisors's FICO Position: Q1 2015 in Review

WFG Advisors sold out of Fair Isaac (FICO) in Q1 2015, closing a stake of 78 shares — an estimated $6K sold.

WFG Advisors first reported a position in FICO in Q2 2013 and held it in 7 quarters. The position peaked at $6K in Q4 2014. 209 funds tracked by Wall St. Rank hold FICO as of Q1 2015.

  • WFG Advisors reported no remaining Fair Isaac position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 78 Fair Isaac shares in Q1 2015, an estimated $6K.
  • WFG Advisors first reported a position in Fair Isaac in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Fair Isaac position peaked at $6K in Q4 2014.
  • 209 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2015.

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