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WFG Advisors’s Information Services Group III Stock Holding History

WFG Advisors’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$25K Buy
6,100
+2,900
+91% +$10.4K 0.01% 886
2017
Q1 		$10K Buy
+3,200
New +$10.5K ﹤0.01% 1074

Other funds holding III

TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return

WFG Advisors's III Position: Q2 2017 in Review

WFG Advisors increased its Information Services Group (III) stake by 91% in Q2 2017, buying an estimated $10.4K and bringing the position to 6,100 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #886.

WFG Advisors first reported a position in III in Q1 2017 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold III as of Q2 2017.

  • WFG Advisors held 6,100 shares of Information Services Group worth $25K as of Q2 2017.
  • WFG Advisors bought 2,900 Information Services Group shares in Q2 2017, an estimated $10.4K.
  • Information Services Group made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #886 holding.
  • WFG Advisors first reported a position in Information Services Group in Q1 2017 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Information Services Group as of Q2 2017.

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