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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WFG Advisors's GEN Position: Q2 2017 in Review

WFG Advisors held its Gen Digital (GEN) position steady in Q2 2017 at 42 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

WFG Advisors first reported a position in GEN in Q2 2013 and has held it in 17 quarters since. The position peaked at $5K in Q3 2013. 519 funds tracked by Wall St. Rank hold GEN as of Q2 2017.

WFG Advisors held 42 shares of Gen Digital worth $1K as of Q2 2017.
WFG Advisors left its Gen Digital share count unchanged in Q2 2017.
Gen Digital made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1478 holding.
WFG Advisors first reported a position in Gen Digital in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Gen Digital position peaked at $5K in Q3 2013.
519 funds tracked by Wall St. Rank held Gen Digital as of Q2 2017.

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