WFG Advisors’s KLA KLAC Stock Holding History

WFG Advisors’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1K	Hold	150	–	–	﹤0.01%	1484
2017 Q1	$1K	Hold	150	–	–	﹤0.01%	1409
2016 Q4	$1K	Buy	150 +70	+88%	+$535	﹤0.01%	1484
2016 Q3	$1K	Hold	80	–	–	﹤0.01%	1476
2016 Q2	$1K	Sell	80 -270	-77%	-$1.94K	﹤0.01%	1463
2016 Q1	$3K	Hold	350	–	–	﹤0.01%	1282
2015 Q4	$2K	Hold	350	–	–	﹤0.01%	1374
2015 Q3	$2K	Hold	350	–	–	﹤0.01%	1420
2015 Q2	$2K	Hold	350	–	–	﹤0.01%	1489
2015 Q1	$2K	Hold	350	–	–	﹤0.01%	1549
2014 Q4	$2K	Buy	350 +60	+21%	+$443	﹤0.01%	1850
2014 Q3	$2K	Hold	290	–	–	﹤0.01%	1875
2014 Q2	$2K	Hold	290	–	–	﹤0.01%	1823
2014 Q1	$2K	Hold	290	–	–	﹤0.01%	1807
2013 Q4	$2K	Hold	290	–	–	﹤0.01%	1970
2013 Q3	$2K	Sell	290 -7,990	-96%	-$46.8K	﹤0.01%	1937
2013 Q2	$46K	Buy	+8,280	New	+$45.2K	0.01%	914

Other funds holding KLAC

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

WFG Advisors's KLAC Position: Q2 2017 in Review

WFG Advisors held its KLA (KLAC) position steady in Q2 2017 at 150 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

WFG Advisors first reported a position in KLAC in Q2 2013 and has held it in 17 quarters since. The position peaked at $46K in Q2 2013. 538 funds tracked by Wall St. Rank hold KLAC as of Q2 2017.

WFG Advisors held 150 shares of KLA worth $1K as of Q2 2017.
WFG Advisors left its KLA share count unchanged in Q2 2017.
KLA made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1484 holding.
WFG Advisors first reported a position in KLA in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's KLA position peaked at $46K in Q2 2013.
538 funds tracked by Wall St. Rank held KLA as of Q2 2017.

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