WFG Advisors’s Nasdaq NDAQ Stock Holding History

WFG Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$22K	Buy	906 +438	+94%	+$10.1K	0.01%	925
2017 Q1	$11K	Sell	468 -4,746	-91%	-$110K	﹤0.01%	1045
2016 Q4	$117K	Buy	5,214 +4,083	+361%	+$90.1K	0.03%	486
2016 Q3	$25K	Buy	1,131 +3	+0.3%	+$69	0.01%	894
2016 Q2	$24K	Buy	1,128 +6	+0.5%	+$128	0.01%	881
2016 Q1	$25K	Buy	1,122 +6	+0.5%	+$124	0.01%	832
2015 Q4	$22K	Buy	1,116 +3	+0.3%	+$57	0.01%	874
2015 Q3	$20K	Buy	1,113 +267	+32%	+$4.58K	0.01%	888
2015 Q2	$14K	Buy	846 +708	+513%	+$11.9K	﹤0.01%	1089
2015 Q1	$2K	Hold	138	–	–	﹤0.01%	1552
2014 Q4	$2K	Hold	138	–	–	﹤0.01%	1854
2014 Q3	$2K	Hold	138	–	–	﹤0.01%	1879
2014 Q2	$2K	Hold	138	–	–	﹤0.01%	1826
2014 Q1	$2K	Hold	138	–	–	﹤0.01%	1810
2013 Q4	$2K	Hold	138	–	–	﹤0.01%	1978
2013 Q3	$1K	Buy	138 +3	+2%	+$32	﹤0.01%	2052
2013 Q2	$1K	Buy	+135	New	+$1.38K	﹤0.01%	1970

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFG Advisors's NDAQ Position: Q2 2017 in Review

WFG Advisors increased its Nasdaq (NDAQ) stake by 94% in Q2 2017, buying an estimated $10.1K and bringing the position to 906 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #925.

WFG Advisors first reported a position in NDAQ in Q2 2013 and has held it in 17 quarters since. The position peaked at $117K in Q4 2016. 446 funds tracked by Wall St. Rank hold NDAQ as of Q2 2017.

WFG Advisors held 906 shares of Nasdaq worth $22K as of Q2 2017.
WFG Advisors bought 438 Nasdaq shares in Q2 2017, an estimated $10.1K.
Nasdaq made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #925 holding.
WFG Advisors first reported a position in Nasdaq in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Nasdaq position peaked at $117K in Q4 2016.
446 funds tracked by Wall St. Rank held Nasdaq as of Q2 2017.

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