WA
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WFG Advisors’s RH RH Stock Holding History

WFG Advisors’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$16K Hold
250
– – ﹤0.01% 1014
2017
Q1 		$12K Buy
+250
New +$7.73K ﹤0.01% 1025
2016
Q4 		– Sell
-262
Closed -$9K – 1692
2016
Q3 		$9K Hold
262
– – ﹤0.01% 1164
2016
Q2 		$8K Hold
262
– – ﹤0.01% 1150
2016
Q1 		$11K Buy
262
+104
+66% +$5.32K ﹤0.01% 1032
2015
Q4 		$13K Sell
158
-54
-25% -$5.01K ﹤0.01% 1018
2015
Q3 		$20K Hold
212
– – 0.01% 889
2015
Q2 		$21K Buy
212
+158
+293% +$14.6K 0.01% 964
2015
Q1 		$5K Buy
+54
New +$4.9K ﹤0.01% 1376

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return