WFG Advisors’s Pacific Biosciences PACB Stock Holding History

WFG Advisors’s Portfolio PACB Stock Details PACB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$14K	Buy	3,844 +1,144	+42%	+$4.61K	﹤0.01%	1044
2017 Q1	$14K	Sell	2,700 -1,444	-35%	-$7.07K	﹤0.01%	986
2016 Q4	$16K	Hold	4,144	–	–	﹤0.01%	983
2016 Q3	$37K	Sell	4,144 -1,328	-24%	-$11.1K	0.01%	778
2016 Q2	$39K	Sell	5,472 -1,186	-18%	-$10.8K	0.01%	756
2016 Q1	$57K	Buy	6,658 +590	+10%	+$5.8K	0.02%	630
2015 Q4	$80K	Sell	6,068 -16,430	-73%	-$147K	0.02%	525
2015 Q3	$82K	Sell	22,498 -1,200	-5%	-$5.87K	0.03%	501
2015 Q2	$137K	Buy	23,698 +21,790	+1,142%	+$126K	0.04%	450
2015 Q1	$11K	Sell	1,908 -21,537	-92%	-$149K	﹤0.01%	1176
2014 Q4	$184K	Buy	23,445 +850	+4%	+$5.44K	0.04%	452
2014 Q3	$111K	Buy	22,595 +18,545	+458%	+$97K	0.02%	628
2014 Q2	$25K	Sell	4,050 -1,000	-20%	-$5K	﹤0.01%	1185
2014 Q1	$27K	Sell	5,050 -25,070	-83%	-$158K	0.01%	1144
2013 Q4	$158K	Buy	30,120 +23,220	+337%	+$107K	0.02%	588
2013 Q3	$38K	Sell	6,900 -800	-10%	-$2.78K	0.01%	1028
2013 Q2	$19K	Buy	+7,700	New	+$19.2K	﹤0.01%	1230

Other funds holding PACB

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

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

Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return