WFG Advisors’s Microchip Technology MCHP Stock Holding History

WFG Advisors’s Portfolio MCHP Stock Details MCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$0	Hold	2	–	–	﹤0.01%	1618
2017 Q1	$0	Hold	2	–	–	﹤0.01%	1598
2016 Q4	$0	Sell	2 -4	-67%	-$126	﹤0.01%	1653
2016 Q3	$0	Sell	6 -18,760	-100%	-$545K	﹤0.01%	1641
2016 Q2	$476K	Buy	18,766 +894	+5%	+$22.3K	0.13%	174
2016 Q1	$431K	Buy	17,872 +886	+5%	+$19.7K	0.12%	181
2015 Q4	$395K	Sell	16,986 -196	-1%	-$4.6K	0.12%	189
2015 Q3	$370K	Sell	17,182 -630	-4%	-$13.6K	0.12%	187
2015 Q2	$422K	Buy	17,812 +16,972	+2,020%	+$412K	0.12%	193
2015 Q1	$21K	Sell	840 -14	-2%	-$338	0.01%	972
2014 Q4	$19K	Buy	854 +20	+2%	+$435	﹤0.01%	1241
2014 Q3	$20K	Buy	834 +2	+0.2%	+$48	﹤0.01%	1280
2014 Q2	$20K	Buy	832 +4	+0.5%	+$95	﹤0.01%	1275
2014 Q1	$20K	Buy	828 +2	+0.2%	+$46	﹤0.01%	1248
2013 Q4	$18K	Buy	826 +404	+96%	+$8.47K	﹤0.01%	1378
2013 Q3	$9K	Buy	+422	New	+$8.36K	﹤0.01%	1562

Other funds holding MCHP

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

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return