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WFG Advisors’s Gen Digital GEN Stock Holding History

WFG Advisors’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$1K Hold
42
– – ﹤0.01% 1478
2017
Q1 		$1K Hold
42
– – ﹤0.01% 1400
2016
Q4 		$1K Sell
42
-56
-57% -$1.38K ﹤0.01% 1478
2016
Q3 		$2K Sell
98
-49
-33% -$1.11K ﹤0.01% 1400
2016
Q2 		$3K Buy
147
+18
+14% +$324 ﹤0.01% 1323
2016
Q1 		$2K Sell
129
-10
-7% -$192 ﹤0.01% 1339
2015
Q4 		$3K Buy
139
+11
+9% +$224 ﹤0.01% 1301
2015
Q3 		$2K Buy
128
+1
+0.8% +$22 ﹤0.01% 1409
2015
Q2 		$3K Hold
127
– – ﹤0.01% 1421
2015
Q1 		$3K Buy
127
+1
+0.8% +$25 ﹤0.01% 1470
2014
Q4 		$3K Hold
126
– – ﹤0.01% 1772
2014
Q3 		$3K Hold
126
– – ﹤0.01% 1786
2014
Q2 		$3K Buy
126
+1
+0.8% +$21 ﹤0.01% 1755
2014
Q1 		$2K Buy
125
+50
+67% +$1.07K ﹤0.01% 1799
2013
Q4 		$2K Sell
75
-130
-63% -$3.04K ﹤0.01% 1963
2013
Q3 		$5K Sell
205
-4
-2% -$100 ﹤0.01% 1731
2013
Q2 		$5K Buy
+209
New +$4.92K ﹤0.01% 1660

Other funds holding GEN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return