WFG Advisors’s PDL BioPharma, Inc. PDLI Stock Holding History

WFG Advisors’s Portfolio PDLI Stock Details PDLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$0	Buy	104 +18	+21%	+$41	﹤0.01%	1754
2017 Q1	$0	Sell	86 -18	-17%	-$40	﹤0.01%	1768
2016 Q4	$0	Sell	104 -550	-84%	-$1.53K	﹤0.01%	1853
2016 Q3	$2K	Hold	654	–	–	﹤0.01%	1434
2016 Q2	$2K	Hold	654	–	–	﹤0.01%	1419
2016 Q1	$2K	Buy	654 +40	+7%	+$125	﹤0.01%	1381
2015 Q4	$2K	Buy	614 +64	+12%	+$268	﹤0.01%	1418
2015 Q3	$3K	Buy	+550	New	+$3.15K	﹤0.01%	1380
2015 Q2	–	Sell	-2,000	Closed	-$14K	–	1919
2015 Q1	$14K	Sell	2,000 -2,370	-54%	-$17.2K	﹤0.01%	1112
2014 Q4	$34K	Sell	4,370 -7,367	-63%	-$58.3K	0.01%	1044
2014 Q3	$88K	Buy	11,737 +71	+0.6%	+$659	0.02%	711
2014 Q2	$113K	Buy	11,666 +68	+0.6%	+$606	0.02%	618
2014 Q1	$96K	Buy	11,598 +660	+6%	+$5.66K	0.02%	651
2013 Q4	$92K	Sell	10,938 -16,320	-60%	-$138K	0.01%	778
2013 Q3	$217K	Buy	27,258 +12,782	+88%	+$103K	0.03%	462
2013 Q2	$112K	Buy	+14,476	New	+$113K	0.02%	626

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Dimensional Fund Advisors

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return