WFG Advisors’s International Bancshares IBOC Stock Holding History

WFG Advisors’s Portfolio IBOC Stock Details IBOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$19K	Buy	556 +5	+0.9%	+$176	﹤0.01%	972
2017 Q1	$20K	Hold	551	–	–	0.01%	884
2016 Q4	$22K	Buy	551 +6	+1%	+$214	0.01%	908
2016 Q3	$16K	Hold	545	–	–	﹤0.01%	997
2016 Q2	$14K	Buy	545 +6	+1%	+$157	﹤0.01%	999
2016 Q1	$13K	Hold	539	–	–	﹤0.01%	985
2015 Q4	$14K	Buy	539 +6	+1%	+$165	﹤0.01%	991
2015 Q3	$13K	Hold	533	–	–	﹤0.01%	1019
2015 Q2	$14K	Sell	533 -90	-14%	-$2.39K	﹤0.01%	1086
2015 Q1	$16K	Hold	623	–	–	﹤0.01%	1051
2014 Q4	$17K	Buy	623 +5	+0.8%	+$129	﹤0.01%	1280
2014 Q3	$15K	Hold	618	–	–	﹤0.01%	1371
2014 Q2	$17K	Buy	618 +6	+1%	+$147	﹤0.01%	1330
2014 Q1	$15K	Hold	612	–	–	﹤0.01%	1355
2013 Q4	$16K	Buy	612 +5	+0.8%	+$121	﹤0.01%	1422
2013 Q3	$13K	Hold	607	–	–	﹤0.01%	1436
2013 Q2	$14K	Buy	+607	New	+$12.5K	﹤0.01%	1346

Other funds holding IBOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

WFG Advisors's IBOC Position: Q2 2017 in Review

WFG Advisors increased its International Bancshares (IBOC) stake by 0.91% in Q2 2017, buying an estimated $176 and bringing the position to 556 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

WFG Advisors first reported a position in IBOC in Q2 2013 and has held it in 17 quarters since. The position peaked at $22K in Q4 2016. 158 funds tracked by Wall St. Rank hold IBOC as of Q2 2017.

WFG Advisors held 556 shares of International Bancshares worth $19K as of Q2 2017.
WFG Advisors bought 5 International Bancshares shares in Q2 2017, an estimated $176.
International Bancshares made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #972 holding.
WFG Advisors first reported a position in International Bancshares in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's International Bancshares position peaked at $22K in Q4 2016.
158 funds tracked by Wall St. Rank held International Bancshares as of Q2 2017.

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