WFG Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

WFG Advisors’s Portfolio PBH Stock Details PBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-1,000	Closed	-$55K	–	1653
2016 Q2	$55K	Hold	1,000	–	–	0.01%	666
2016 Q1	$53K	Sell	1,000 -200	-17%	-$9.85K	0.02%	649
2015 Q4	$62K	Hold	1,200	–	–	0.02%	606
2015 Q3	$54K	Hold	1,200	–	–	0.02%	621
2015 Q2	$55K	Buy	+1,200	New	+$52.5K	0.02%	698
2015 Q1	–	Sell	-91	Closed	-$3K	–	1980
2014 Q4	$3K	Hold	91	–	–	﹤0.01%	1790
2014 Q3	$3K	Hold	91	–	–	﹤0.01%	1803
2014 Q2	$3K	Hold	91	–	–	﹤0.01%	1767
2014 Q1	$2K	Hold	91	–	–	﹤0.01%	1811
2013 Q4	$3K	Hold	91	–	–	﹤0.01%	1885
2013 Q3	$3K	Hold	91	–	–	﹤0.01%	1855
2013 Q2	$3K	Buy	+91	New	+$2.56K	﹤0.01%	1781

Other funds holding PBH

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

MRCP

Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

WFG Advisors's PBH Position: Q3 2016 in Review

WFG Advisors sold out of Prestige Consumer Healthcare (PBH) in Q3 2016, closing a stake of 1,000 shares — an estimated $55K sold.

WFG Advisors first reported a position in PBH in Q2 2013 and held it in 12 quarters. The position peaked at $62K in Q4 2015. 243 funds tracked by Wall St. Rank hold PBH as of Q3 2016.

WFG Advisors reported no remaining Prestige Consumer Healthcare position as of Q3 2016 after selling out during the quarter.
WFG Advisors sold 1,000 Prestige Consumer Healthcare shares in Q3 2016, an estimated $55K.
WFG Advisors first reported a position in Prestige Consumer Healthcare in Q2 2013 and held it in 12 quarters.
WFG Advisors's Prestige Consumer Healthcare position peaked at $62K in Q4 2015.
243 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.