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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVCP

Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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.