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WFG Advisors’s Meta Platforms (Facebook) META Stock Holding History

WFG Advisors’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$1.95M Buy
12,929
+2,187
+20% +$325K 0.44% 55
2017
Q1 		$1.53M Sell
10,742
-601
-5% -$80.3K 0.41% 59
2016
Q4 		$1.3M Buy
11,343
+94
+0.8% +$11.5K 0.32% 81
2016
Q3 		$1.44M Buy
11,249
+1,009
+10% +$125K 0.36% 73
2016
Q2 		$1.17M Buy
10,240
+1,736
+20% +$200K 0.31% 81
2016
Q1 		$970K Sell
8,504
-75
-0.9% -$7.91K 0.28% 86
2015
Q4 		$898K Buy
8,579
+23
+0.3% +$2.36K 0.27% 88
2015
Q3 		$769K Buy
8,556
+1,830
+27% +$168K 0.24% 95
2015
Q2 		$577K Buy
6,726
+1,156
+21% +$94.4K 0.16% 141
2015
Q1 		$458K Buy
5,570
+719
+15% +$56.3K 0.13% 188
2014
Q4 		$378K Buy
4,851
+716
+17% +$54.7K 0.08% 289
2014
Q3 		$327K Buy
4,135
+252
+6% +$18.5K 0.06% 341
2014
Q2 		$261K Buy
3,883
+581
+18% +$35.7K 0.05% 395
2014
Q1 		$199K Sell
3,302
-2,309
-41% -$146K 0.04% 432
2013
Q4 		$307K Sell
5,611
-2,560
-31% -$129K 0.04% 423
2013
Q3 		$410K Buy
8,171
+909
+13% +$33.8K 0.06% 320
2013
Q2 		$181K Buy
+7,262
New +$186K 0.03% 487

Other funds holding META

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's META Position: Q2 2017 in Review

WFG Advisors increased its Meta Platforms (Facebook) (META) stake by 20% in Q2 2017, buying an estimated $325K and bringing the position to 12,929 shares worth $1.95M. The position accounts for 0.44% of the portfolio, ranked #55.

WFG Advisors first reported a position in META in Q2 2013 and has held it in 17 quarters since. 1,958 funds tracked by Wall St. Rank hold META as of Q2 2017.

  • WFG Advisors held 12,929 shares of Meta Platforms (Facebook) worth $1.95M as of Q2 2017.
  • WFG Advisors bought 2,187 Meta Platforms (Facebook) shares in Q2 2017, an estimated $325K.
  • Meta Platforms (Facebook) made up 0.44% of WFG Advisors's portfolio in Q2 2017, its #55 holding.
  • WFG Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 17 quarters since.
  • 1,958 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2017.

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