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WFG Advisors’s Lam Research LRCX Stock Holding History

WFG Advisors’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$423K Buy
29,920
+5,240
+21% +$76.8K 0.1% 222
2017
Q1 		$317K Sell
24,680
-67,340
-73% -$792K 0.08% 249
2016
Q4 		$973K Buy
92,020
+63,340
+221% +$643K 0.24% 104
2016
Q3 		$272K Buy
28,680
+1,000
+4% +$9.1K 0.07% 289
2016
Q2 		$233K Buy
27,680
+24,980
+925% +$201K 0.06% 293
2016
Q1 		$22K Hold
2,700
– – 0.01% 864
2015
Q4 		$21K Hold
2,700
– – 0.01% 884
2015
Q3 		$18K Buy
2,700
+20
+0.7% +$147 0.01% 931
2015
Q2 		$22K Sell
2,680
-510
-16% -$4K 0.01% 948
2015
Q1 		$22K Hold
3,190
– – 0.01% 951
2014
Q4 		$25K Buy
3,190
+10
+0.3% +$78 0.01% 1145
2014
Q3 		$24K Hold
3,180
– – ﹤0.01% 1207
2014
Q2 		$21K Hold
3,180
– – ﹤0.01% 1255
2014
Q1 		$17K Sell
3,180
-770
-19% -$4.09K ﹤0.01% 1305
2013
Q4 		$22K Buy
3,950
+1,730
+78% +$9.1K ﹤0.01% 1315
2013
Q3 		$11K Buy
2,220
+540
+32% +$2.64K ﹤0.01% 1487
2013
Q2 		$7K Buy
+1,680
New +$7.6K ﹤0.01% 1571

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WFG Advisors's LRCX Position: Q2 2017 in Review

WFG Advisors increased its Lam Research (LRCX) stake by 21% in Q2 2017, buying an estimated $76.8K and bringing the position to 29,920 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #222.

WFG Advisors first reported a position in LRCX in Q2 2013 and has held it in 17 quarters since. The position peaked at $973K in Q4 2016. 739 funds tracked by Wall St. Rank hold LRCX as of Q2 2017.

  • WFG Advisors held 29,920 shares of Lam Research worth $423K as of Q2 2017.
  • WFG Advisors bought 5,240 Lam Research shares in Q2 2017, an estimated $76.8K.
  • Lam Research made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #222 holding.
  • WFG Advisors first reported a position in Lam Research in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Lam Research position peaked at $973K in Q4 2016.
  • 739 funds tracked by Wall St. Rank held Lam Research as of Q2 2017.

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