WA
PARA

WFG Advisors’s Paramount Global Class B PARA Stock Holding History

WFG Advisors’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$21K Buy
330
+92
+39% +$5.89K ﹤0.01% 948
2017
Q1 		$17K Sell
238
-92
-28% -$6.04K ﹤0.01% 926
2016
Q4 		$21K Buy
330
+92
+39% +$5.46K 0.01% 928
2016
Q3 		$13K Hold
238
– – ﹤0.01% 1052
2016
Q2 		$13K Hold
238
– – ﹤0.01% 1020
2016
Q1 		$13K Hold
238
– – ﹤0.01% 989
2015
Q4 		$11K Sell
238
-169
-42% -$7.93K ﹤0.01% 1054
2015
Q3 		$16K Sell
407
-515
-56% -$25K 0.01% 960
2015
Q2 		$51K Buy
922
+54
+6% +$3.26K 0.01% 717
2015
Q1 		$53K Sell
868
-481
-36% -$28.1K 0.01% 712
2014
Q4 		$75K Sell
1,349
-239
-15% -$12.7K 0.02% 732
2014
Q3 		$85K Sell
1,588
-200
-11% -$11.8K 0.02% 719
2014
Q2 		$111K Buy
1,788
+564
+46% +$33.6K 0.02% 625
2014
Q1 		$76K Buy
1,224
+48
+4% +$3.03K 0.02% 739
2013
Q4 		$75K Buy
1,176
+43
+4% +$2.53K 0.01% 857
2013
Q3 		$62K Buy
1,133
+126
+13% +$6.7K 0.01% 844
2013
Q2 		$49K Buy
+1,007
New +$46K 0.01% 894

Other funds holding PARA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

WFG Advisors's PARA Position: Q2 2017 in Review

WFG Advisors increased its Paramount Global Class B (PARA) stake by 39% in Q2 2017, buying an estimated $5.89K and bringing the position to 330 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

WFG Advisors first reported a position in PARA in Q2 2013 and has held it in 17 quarters since. The position peaked at $111K in Q2 2014. 723 funds tracked by Wall St. Rank hold PARA as of Q2 2017.

  • WFG Advisors held 330 shares of Paramount Global Class B worth $21K as of Q2 2017.
  • WFG Advisors bought 92 Paramount Global Class B shares in Q2 2017, an estimated $5.89K.
  • Paramount Global Class B made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #948 holding.
  • WFG Advisors first reported a position in Paramount Global Class B in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Paramount Global Class B position peaked at $111K in Q2 2014.
  • 723 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.