WA
GRMN

WFG Advisors’s Garmin GRMN Stock Holding History

WFG Advisors’s Portfolio GRMN Stock Details GRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$111K Buy
2,175
+225
+12% +$11.5K 0.03% 506
2017
Q1 		$100K Sell
1,950
-850
-30% -$42.8K 0.03% 478
2016
Q4 		$136K Buy
+2,800
New +$139K 0.03% 455
2015
Q1 		– Sell
-19
Closed -$1K – 1895
2014
Q4 		$1K Buy
19
+1
+6% +$54 ﹤0.01% 1957
2014
Q3 		$1K Hold
18
– – ﹤0.01% 1974
2014
Q2 		$1K Hold
18
– – ﹤0.01% 1901
2014
Q1 		$1K Sell
18
-1,130
-98% -$55.9K ﹤0.01% 1890
2013
Q4 		$53K Buy
1,148
+1,130
+6,278% +$53.6K 0.01% 980
2013
Q3 		$1K Sell
18
-150
-89% -$5.96K ﹤0.01% 2034
2013
Q2 		$6K Buy
+168
New +$5.84K ﹤0.01% 1605

Other funds holding GRMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WFG Advisors's GRMN Position: Q2 2017 in Review

WFG Advisors increased its Garmin (GRMN) stake by 12% in Q2 2017, buying an estimated $11.5K and bringing the position to 2,175 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #506.

WFG Advisors first reported a position in GRMN in Q2 2013 and has held it in 10 quarters since. The position peaked at $136K in Q4 2016. 379 funds tracked by Wall St. Rank hold GRMN as of Q2 2017.

  • WFG Advisors held 2,175 shares of Garmin worth $111K as of Q2 2017.
  • WFG Advisors bought 225 Garmin shares in Q2 2017, an estimated $11.5K.
  • Garmin made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #506 holding.
  • WFG Advisors first reported a position in Garmin in Q2 2013 and has held it in 10 quarters since.
  • WFG Advisors's Garmin position peaked at $136K in Q4 2016.
  • 379 funds tracked by Wall St. Rank held Garmin as of Q2 2017.

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