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WFG Advisors’s Resources Connection RGP Stock Holding History

WFG Advisors’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-327
Closed -$5K – 1668
2016
Q2 		$5K Buy
327
+2
+0.6% +$30 ﹤0.01% 1249
2016
Q1 		$5K Buy
325
+2
+0.6% +$29 ﹤0.01% 1200
2015
Q4 		$5K Buy
323
+2
+0.6% +$35 ﹤0.01% 1236
2015
Q3 		$5K Buy
321
+2
+0.6% +$32 ﹤0.01% 1269
2015
Q2 		$5K Buy
319
+2
+0.6% +$33 ﹤0.01% 1355
2015
Q1 		$6K Buy
317
+1
+0.3% +$17 ﹤0.01% 1333
2014
Q4 		$5K Buy
316
+2
+0.6% +$30 ﹤0.01% 1643
2014
Q3 		$4K Buy
314
+2
+0.6% +$29 ﹤0.01% 1731
2014
Q2 		$4K Buy
312
+1
+0.3% +$13 ﹤0.01% 1714
2014
Q1 		$4K Buy
311
+2
+0.6% +$28 ﹤0.01% 1684
2013
Q4 		$4K Buy
309
+1
+0.3% +$13 ﹤0.01% 1813
2013
Q3 		$4K Sell
308
-99
-24% -$1.3K ﹤0.01% 1799
2013
Q2 		$5K Buy
+407
New +$4.58K ﹤0.01% 1671

Other funds holding RGP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

WFG Advisors's RGP Position: Q3 2016 in Review

WFG Advisors sold out of Resources Connection (RGP) in Q3 2016, closing a stake of 327 shares — an estimated $5K sold.

WFG Advisors first reported a position in RGP in Q2 2013 and held it in 13 quarters. The position peaked at $6K in Q1 2015. 141 funds tracked by Wall St. Rank hold RGP as of Q3 2016.

  • WFG Advisors reported no remaining Resources Connection position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 327 Resources Connection shares in Q3 2016, an estimated $5K.
  • WFG Advisors first reported a position in Resources Connection in Q2 2013 and held it in 13 quarters.
  • WFG Advisors's Resources Connection position peaked at $6K in Q1 2015.
  • 141 funds tracked by Wall St. Rank held Resources Connection as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.