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WFG Advisors’s PetMed Express PETS Stock Holding History

WFG Advisors’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$18K Sell
453
-797
-64% -$24.7K ﹤0.01% 982
2017
Q1 		$25K Buy
+1,250
New +$26.4K 0.01% 836

Other funds holding PETS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return

WFG Advisors's PETS Position: Q2 2017 in Review

WFG Advisors reduced its PetMed Express (PETS) stake by 64% in Q2 2017, selling an estimated $24.7K and leaving 453 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

WFG Advisors first reported a position in PETS in Q1 2017 and has held it in 2 quarters since. The position peaked at $25K in Q1 2017. 175 funds tracked by Wall St. Rank hold PETS as of Q2 2017.

  • WFG Advisors held 453 shares of PetMed Express worth $18K as of Q2 2017.
  • WFG Advisors sold 797 PetMed Express shares in Q2 2017, an estimated $24.7K.
  • PetMed Express made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #982 holding.
  • WFG Advisors first reported a position in PetMed Express in Q1 2017 and has held it in 2 quarters since.
  • WFG Advisors's PetMed Express position peaked at $25K in Q1 2017.
  • 175 funds tracked by Wall St. Rank held PetMed Express as of Q2 2017.

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