WFG Advisors’s Nice NICE Stock Holding History

WFG Advisors’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$150K	Hold	1,900	–	–	0.03%	431
2017 Q1	$129K	Hold	1,900	–	–	0.03%	424
2016 Q4	$131K	Hold	1,900	–	–	0.03%	464
2016 Q3	$127K	Hold	1,900	–	–	0.03%	468
2016 Q2	$121K	Hold	1,900	–	–	0.03%	453
2016 Q1	$123K	Hold	1,900	–	–	0.04%	429
2015 Q4	$109K	Hold	1,900	–	–	0.03%	447
2015 Q3	$107K	Hold	1,900	–	–	0.03%	448
2015 Q2	$121K	Hold	1,900	–	–	0.03%	478
2015 Q1	$116K	Hold	1,900	–	–	0.03%	488
2014 Q4	$96K	Hold	1,900	–	–	0.02%	652
2014 Q3	$78K	Hold	1,900	–	–	0.01%	749
2014 Q2	$78K	Hold	1,900	–	–	0.01%	750
2014 Q1	$85K	Hold	1,900	–	–	0.02%	697
2013 Q4	$78K	Sell	1,900 -400	-17%	-$15.9K	0.01%	836
2013 Q3	$95K	Hold	2,300	–	–	0.01%	711
2013 Q2	$85K	Buy	+2,300	New	+$83.1K	0.01%	716

Other funds holding NICE

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return