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WFG Advisors’s PayPal PYPL Stock Holding History

WFG Advisors’s Portfolio PYPL Stock Details PYPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$30K Buy
550
+100
+22% +$4.92K 0.01% 843
2017
Q1 		$19K Sell
450
-4,478
-91% -$187K 0.01% 899
2016
Q4 		$195K Hold
4,928
– – 0.05% 392
2016
Q3 		$202K Buy
4,928
+272
+6% +$10.5K 0.05% 371
2016
Q2 		$170K Sell
4,656
-174
-4% -$6.65K 0.05% 379
2016
Q1 		$186K Sell
4,830
-564
-10% -$20.4K 0.05% 317
2015
Q4 		$195K Buy
5,394
+1,050
+24% +$37K 0.06% 293
2015
Q3 		$135K Buy
+4,344
New +$156K 0.04% 384

Other funds holding PYPL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WFG Advisors's PYPL Position: Q2 2017 in Review

WFG Advisors increased its PayPal (PYPL) stake by 22% in Q2 2017, buying an estimated $4.92K and bringing the position to 550 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #843.

WFG Advisors first reported a position in PYPL in Q3 2015 and has held it in 8 quarters since. The position peaked at $202K in Q3 2016. 1,096 funds tracked by Wall St. Rank hold PYPL as of Q2 2017.

  • WFG Advisors held 550 shares of PayPal worth $30K as of Q2 2017.
  • WFG Advisors bought 100 PayPal shares in Q2 2017, an estimated $4.92K.
  • PayPal made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #843 holding.
  • WFG Advisors first reported a position in PayPal in Q3 2015 and has held it in 8 quarters since.
  • WFG Advisors's PayPal position peaked at $202K in Q3 2016.
  • 1,096 funds tracked by Wall St. Rank held PayPal as of Q2 2017.

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