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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

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return