WFG Advisors’s Humana HUM Stock Holding History

WFG Advisors’s Portfolio HUM Stock Details HUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$113K	Buy	469 +20	+4%	+$4.53K	0.03%	505
2017 Q1	$93K	Sell	449 -20	-4%	-$4.13K	0.02%	496
2016 Q4	$96K	Sell	469 -34	-7%	-$6.49K	0.02%	531
2016 Q3	$89K	Sell	503 -42	-8%	-$7.29K	0.02%	554
2016 Q2	$98K	Buy	545 +12	+2%	+$2.13K	0.03%	499
2016 Q1	$97K	Buy	533 +8	+2%	+$1.39K	0.03%	476
2015 Q4	$94K	Buy	525 +11	+2%	+$1.93K	0.03%	484
2015 Q3	$92K	Hold	514	–	–	0.03%	478
2015 Q2	$98K	Buy	514 +1	+0.2%	+$186	0.03%	535
2015 Q1	$91K	Buy	513 +100	+24%	+$15.8K	0.03%	561
2014 Q4	$59K	Sell	413 -34	-8%	-$4.64K	0.01%	817
2014 Q3	$58K	Buy	447 +34	+8%	+$4.32K	0.01%	872
2014 Q2	$53K	Buy	413 +108	+35%	+$12.8K	0.01%	893
2014 Q1	$34K	Hold	305	–	–	0.01%	1052
2013 Q4	$31K	Hold	305	–	–	﹤0.01%	1160
2013 Q3	$28K	Hold	305	–	–	﹤0.01%	1134
2013 Q2	$26K	Buy	+305	New	+$24.1K	﹤0.01%	1110

Other funds holding HUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fidelity Investments

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

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

Capital Research Global Investors

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return