WFG Advisors’s POSCO PKX Stock Holding History

WFG Advisors’s Portfolio PKX Stock Details PKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-24	Closed	-$1K	–	1674
2016 Q3	$1K	Hold	24	–	–	﹤0.01%	1490
2016 Q2	$1K	Hold	24	–	–	﹤0.01%	1477
2016 Q1	$1K	Hold	24	–	–	﹤0.01%	1440
2015 Q4	$1K	Hold	24	–	–	﹤0.01%	1483
2015 Q3	$1K	Buy	24 +1	+4%	+$41	﹤0.01%	1514
2015 Q2	$1K	Hold	23	–	–	﹤0.01%	1583
2015 Q1	$1K	Hold	23	–	–	﹤0.01%	1648
2014 Q4	$1K	Hold	23	–	–	﹤0.01%	1974
2014 Q3	$2K	Hold	23	–	–	﹤0.01%	1883
2014 Q2	$2K	Buy	23 +1	+5%	+$73	﹤0.01%	1828
2014 Q1	$2K	Hold	22	–	–	﹤0.01%	1814
2013 Q4	$2K	Hold	22	–	–	﹤0.01%	1980
2013 Q3	$2K	Hold	22	–	–	﹤0.01%	1946
2013 Q2	$1K	Buy	+22	New	+$1.55K	﹤0.01%	1977

Other funds holding PKX

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's PKX Position: Q4 2016 in Review

WFG Advisors sold out of POSCO (PKX) in Q4 2016, closing a stake of 24 shares — an estimated $1K sold.

WFG Advisors first reported a position in PKX in Q2 2013 and held it in 14 quarters. The position peaked at $2K in Q3 2014. 159 funds tracked by Wall St. Rank hold PKX as of Q4 2016.

WFG Advisors reported no remaining POSCO position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 24 POSCO shares in Q4 2016, an estimated $1K.
WFG Advisors first reported a position in POSCO in Q2 2013 and held it in 14 quarters.
WFG Advisors's POSCO position peaked at $2K in Q3 2014.
159 funds tracked by Wall St. Rank held POSCO as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.