WA
LRGF icon

WFG Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

WFG Advisors’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-304
Closed -$8K – 1652
2016
Q3 		$8K Buy
304
+1
+0.3% +$25 ﹤0.01% 1184
2016
Q2 		$7K Buy
303
+2
+0.7% +$48 ﹤0.01% 1175
2016
Q1 		$7K Buy
+301
New +$6.92K ﹤0.01% 1129

Other funds holding LRGF

BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BlackRock Advisors
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Silicon Valley Capital Partners
Silicon Valley Capital Partners San Jose, California $1.23B AUM 33.63% 1-Year Est. Return
Colony Group
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFG Advisors's LRGF Position: Q4 2016 in Review

WFG Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q4 2016, closing a stake of 304 shares — an estimated $8K sold.

WFG Advisors first reported a position in LRGF in Q1 2016 and held it in 3 quarters. The position peaked at $8K in Q3 2016. 23 funds tracked by Wall St. Rank hold LRGF as of Q4 2016.

  • WFG Advisors reported no remaining iShares US Equity Factor ETF position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 304 iShares US Equity Factor ETF shares in Q4 2016, an estimated $8K.
  • WFG Advisors first reported a position in iShares US Equity Factor ETF in Q1 2016 and held it in 3 quarters.
  • WFG Advisors's iShares US Equity Factor ETF position peaked at $8K in Q3 2016.
  • 23 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.