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WFG Advisors’s Hingham Institution for Saving HIFS Stock Holding History

WFG Advisors’s Portfolio HIFS Stock Details HIFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$38K Hold
210
– – 0.01% 772
2017
Q1 		$37K Buy
+210
New +$39.3K 0.01% 738

Other funds holding HIFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFG Advisors's HIFS Position: Q2 2017 in Review

WFG Advisors held its Hingham Institution for Saving (HIFS) position steady in Q2 2017 at 210 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #772.

WFG Advisors first reported a position in HIFS in Q1 2017 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold HIFS as of Q2 2017.

  • WFG Advisors held 210 shares of Hingham Institution for Saving worth $38K as of Q2 2017.
  • WFG Advisors left its Hingham Institution for Saving share count unchanged in Q2 2017.
  • Hingham Institution for Saving made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #772 holding.
  • WFG Advisors first reported a position in Hingham Institution for Saving in Q1 2017 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2017.

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