WA
R icon

WFG Advisors’s Ryder R Stock Holding History

WFG Advisors’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-89
Closed -$5K – 1664
2016
Q2 		$5K Buy
89
+1
+1% +$66 ﹤0.01% 1248
2016
Q1 		$6K Sell
88
-146
-62% -$8.3K ﹤0.01% 1162
2015
Q4 		$13K Buy
234
+137
+141% +$9.05K ﹤0.01% 1017
2015
Q3 		$7K Sell
97
-116
-54% -$9.9K ﹤0.01% 1189
2015
Q2 		$19K Hold
213
– – 0.01% 995
2015
Q1 		$20K Buy
213
+1
+0.5% +$92 0.01% 989
2014
Q4 		$20K Buy
212
+1
+0.5% +$89 ﹤0.01% 1223
2014
Q3 		$19K Sell
211
-64
-23% -$5.74K ﹤0.01% 1300
2014
Q2 		$24K Buy
+275
New +$23K ﹤0.01% 1202

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return