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WFG Advisors’s NetApp NTAP Stock Holding History

WFG Advisors’s Portfolio NTAP Stock Details NTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-35
Closed -$1K – 1667
2016
Q3 		$1K Hold
35
– – ﹤0.01% 1487
2016
Q2 		$1K Hold
35
– – ﹤0.01% 1474
2016
Q1 		$1K Buy
35
+1
+3% +$24 ﹤0.01% 1435
2015
Q4 		$1K Hold
34
– – ﹤0.01% 1479
2015
Q3 		$1K Hold
34
– – ﹤0.01% 1510
2015
Q2 		$1K Hold
34
– – ﹤0.01% 1582
2015
Q1 		$1K Sell
34
-511
-94% -$19.5K ﹤0.01% 1644
2014
Q4 		$23K Buy
545
+2
+0.4% +$83 ﹤0.01% 1173
2014
Q3 		$23K Buy
543
+3
+0.6% +$120 ﹤0.01% 1223
2014
Q2 		$20K Buy
540
+2
+0.4% +$72 ﹤0.01% 1277
2014
Q1 		$20K Buy
538
+2
+0.4% +$81 ﹤0.01% 1252
2013
Q4 		$22K Buy
536
+202
+60% +$8.2K ﹤0.01% 1317
2013
Q3 		$14K Buy
334
+1
+0.3% +$42 ﹤0.01% 1400
2013
Q2 		$13K Buy
+333
New +$12.1K ﹤0.01% 1376

Other funds holding NTAP

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WFG Advisors's NTAP Position: Q4 2016 in Review

WFG Advisors sold out of NetApp (NTAP) in Q4 2016, closing a stake of 35 shares — an estimated $1K sold.

WFG Advisors first reported a position in NTAP in Q2 2013 and held it in 14 quarters. The position peaked at $23K in Q4 2014. 442 funds tracked by Wall St. Rank hold NTAP as of Q4 2016.

  • WFG Advisors reported no remaining NetApp position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 35 NetApp shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in NetApp in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's NetApp position peaked at $23K in Q4 2014.
  • 442 funds tracked by Wall St. Rank held NetApp as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.