WFG Advisors’s Generac Holdings GNRC Stock Holding History

WFG Advisors’s Portfolio GNRC Stock Details GNRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$359K	Buy	9,949 +1,668	+20%	+$59.6K	0.08%	255
2017 Q1	$309K	Buy	8,281 +450	+6%	+$17.8K	0.08%	256
2016 Q4	$319K	Buy	7,831 +3,557	+83%	+$141K	0.08%	272
2016 Q3	$155K	Buy	4,274 +688	+19%	+$24.9K	0.04%	423
2016 Q2	$125K	Buy	3,586 +404	+13%	+$14.9K	0.03%	447
2016 Q1	$118K	Sell	3,182 -842	-21%	-$27.1K	0.03%	434
2015 Q4	$120K	Sell	4,024 -247	-6%	-$7.4K	0.04%	423
2015 Q3	$129K	Buy	4,271 +1,167	+38%	+$37.5K	0.04%	399
2015 Q2	$123K	Buy	3,104 +712	+30%	+$30.8K	0.03%	476
2015 Q1	$116K	Buy	2,392 +47	+2%	+$2.24K	0.03%	485
2014 Q4	$110K	Buy	2,345 +313	+15%	+$13.7K	0.02%	602
2014 Q3	$82K	Buy	2,032 +473	+30%	+$21.2K	0.02%	731
2014 Q2	$76K	Buy	1,559 +50	+3%	+$2.63K	0.01%	757
2014 Q1	$89K	Buy	1,509 +692	+85%	+$37.8K	0.02%	681
2013 Q4	$46K	Buy	817 +654	+401%	+$32K	0.01%	1023
2013 Q3	$7K	Buy	+163	New	+$6.76K	﹤0.01%	1632

Other funds holding GNRC

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Capital Research Global Investors

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Wellington Management Group

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

WS Management Jacksonville, Florida $764M AUM 53.44% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return