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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return