WFG Advisors’s Ralph Lauren RL Stock Holding History

WFG Advisors’s Portfolio RL Stock Details RL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-26	Closed	-$3K	–	1693
2016 Q3	$3K	Hold	26	–	–	﹤0.01%	1357
2016 Q2	$2K	Sell	26 -455	-95%	-$42.3K	﹤0.01%	1390
2016 Q1	$46K	Buy	481 +52	+12%	+$5.1K	0.01%	686
2015 Q4	$48K	Hold	429	–	–	0.01%	675
2015 Q3	$51K	Sell	429 -15	-3%	-$1.78K	0.02%	633
2015 Q2	$59K	Buy	444 +162	+57%	+$21.9K	0.02%	677
2015 Q1	$37K	Hold	282	–	–	0.01%	810
2014 Q4	$52K	Hold	282	–	–	0.01%	876
2014 Q3	$46K	Buy	282 +257	+1,028%	+$42.3K	0.01%	952
2014 Q2	$4K	Hold	25	–	–	﹤0.01%	1716
2014 Q1	$4K	Hold	25	–	–	﹤0.01%	1686
2013 Q4	$4K	Hold	25	–	–	﹤0.01%	1815
2013 Q3	$4K	Hold	25	–	–	﹤0.01%	1800
2013 Q2	$4K	Buy	+25	New	+$4.4K	﹤0.01%	1734

Other funds holding RL

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFG Advisors's RL Position: Q4 2016 in Review

WFG Advisors sold out of Ralph Lauren (RL) in Q4 2016, closing a stake of 26 shares — an estimated $3K sold.

WFG Advisors first reported a position in RL in Q2 2013 and held it in 14 quarters. The position peaked at $59K in Q2 2015. 415 funds tracked by Wall St. Rank hold RL as of Q4 2016.

WFG Advisors reported no remaining Ralph Lauren position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 26 Ralph Lauren shares in Q4 2016, an estimated $3K.
WFG Advisors first reported a position in Ralph Lauren in Q2 2013 and held it in 14 quarters.
WFG Advisors's Ralph Lauren position peaked at $59K in Q2 2015.
415 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2016.

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