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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

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RA
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BFA
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VFA
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State Street
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Neuberger Berman Group
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AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BIT
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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return