WFG Advisors’s NVIDIA NVDA Stock Holding History

WFG Advisors’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$231K	Buy	63,920 +25,040	+64%	+$79.5K	0.05%	339
2017 Q1	$106K	Sell	38,880 -10,480	-21%	-$27.9K	0.03%	466
2016 Q4	$132K	Buy	49,360 +16,600	+51%	+$34.7K	0.03%	462
2016 Q3	$56K	Buy	32,760 +40	+0.1%	+$59	0.01%	680
2016 Q2	$38K	Buy	32,720 +80	+0.2%	+$82	0.01%	763
2016 Q1	$29K	Sell	32,640 -7,080	-18%	-$5.4K	0.01%	802
2015 Q4	$33K	Buy	39,720 +120	+0.3%	+$90	0.01%	768
2015 Q3	$24K	Buy	39,600 +120	+0.3%	+$65	0.01%	843
2015 Q2	$20K	Sell	39,480 -63,840	-62%	-$34.6K	0.01%	980
2015 Q1	$54K	Buy	103,320 +120	+0.1%	+$64	0.02%	706
2014 Q4	$52K	Buy	103,200 +32,000	+45%	+$15.6K	0.01%	874
2014 Q3	$33K	Hold	71,200	–	–	0.01%	1071
2014 Q2	$33K	Buy	71,200 +64,000	+889%	+$29.9K	0.01%	1069
2014 Q1	$3K	Hold	7,200	–	–	﹤0.01%	1746
2013 Q4	$3K	Hold	7,200	–	–	﹤0.01%	1883
2013 Q3	$3K	Buy	+7,200	New	+$2.68K	﹤0.01%	1852

Other funds holding NVDA

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return