WA
FLO icon

WFG Advisors’s Flowers Foods FLO Stock Holding History

WFG Advisors’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$30K Buy
1,730
+1,030
+147% +$19.4K 0.01% 838
2017
Q1 		$14K Hold
700
– – ﹤0.01% 983
2016
Q4 		$14K Buy
+700
New +$11.5K ﹤0.01% 1022
2014
Q1 		– Sell
-1,208
Closed -$26K – 2059
2013
Q4 		$26K Sell
1,208
-756
-38% -$17.1K ﹤0.01% 1238
2013
Q3 		$42K Buy
1,964
+934
+91% +$20.9K 0.01% 993
2013
Q2 		$23K Buy
+1,030
New +$22.6K ﹤0.01% 1159

Other funds holding FLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

WFG Advisors's FLO Position: Q2 2017 in Review

WFG Advisors increased its Flowers Foods (FLO) stake by 147% in Q2 2017, buying an estimated $19.4K and bringing the position to 1,730 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #838.

WFG Advisors first reported a position in FLO in Q2 2013 and has held it in 6 quarters since. The position peaked at $42K in Q3 2013. 291 funds tracked by Wall St. Rank hold FLO as of Q2 2017.

  • WFG Advisors held 1,730 shares of Flowers Foods worth $30K as of Q2 2017.
  • WFG Advisors bought 1,030 Flowers Foods shares in Q2 2017, an estimated $19.4K.
  • Flowers Foods made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #838 holding.
  • WFG Advisors first reported a position in Flowers Foods in Q2 2013 and has held it in 6 quarters since.
  • WFG Advisors's Flowers Foods position peaked at $42K in Q3 2013.
  • 291 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2017.

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