WFG Advisors’s Flex FLEX Stock Holding History

WFG Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$16K	Hold	1,327	–	–	﹤0.01%	1010
2017 Q1	$17K	Hold	1,327	–	–	﹤0.01%	921
2016 Q4	$14K	Hold	1,327	–	–	﹤0.01%	1021
2016 Q3	$14K	Sell	1,327 -69	-5%	-$670	﹤0.01%	1031
2016 Q2	$12K	Hold	1,396	–	–	﹤0.01%	1040
2016 Q1	$13K	Buy	1,396 +69	+5%	+$555	﹤0.01%	984
2015 Q4	$11K	Hold	1,327	–	–	﹤0.01%	1052
2015 Q3	$11K	Hold	1,327	–	–	﹤0.01%	1066
2015 Q2	$11K	Hold	1,327	–	–	﹤0.01%	1155
2015 Q1	$13K	Hold	1,327	–	–	﹤0.01%	1121
2014 Q4	$11K	Hold	1,327	–	–	﹤0.01%	1417
2014 Q3	$10K	Hold	1,327	–	–	﹤0.01%	1491
2014 Q2	$11K	Hold	1,327	–	–	﹤0.01%	1450
2014 Q1	$9K	Sell	1,327 -153	-10%	-$989	﹤0.01%	1486
2013 Q4	$9K	Hold	1,480	–	–	﹤0.01%	1607
2013 Q3	$10K	Sell	1,480 -862	-37%	-$5.68K	﹤0.01%	1513
2013 Q2	$14K	Buy	+2,342	New	+$12.7K	﹤0.01%	1344

Other funds holding FLEX

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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