WFG Advisors’s Banco Santander SAN Stock Holding History

WFG Advisors’s Portfolio SAN Stock Details SAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$12K	Buy	1,928 +890	+86%	+$5.53K	﹤0.01%	1092
2017 Q1	$6K	Buy	1,038 +321	+45%	+$1.73K	﹤0.01%	1190
2016 Q4	$4K	Buy	717 +8	+1%	+$36	﹤0.01%	1317
2016 Q3	$3K	Buy	709 +8	+1%	+$33	﹤0.01%	1358
2016 Q2	$3K	Buy	701 +7	+1%	+$30	﹤0.01%	1334
2016 Q1	$3K	Buy	694 +7	+1%	+$29	﹤0.01%	1286
2015 Q4	$3K	Buy	+687	New	+$3.56K	﹤0.01%	1311
2014 Q1	–	Sell	-1,587	Closed	-$13K	–	2190
2013 Q4	$13K	Sell	1,587 -1,237	-44%	-$9.83K	﹤0.01%	1503
2013 Q3	$21K	Buy	2,824 +343	+14%	+$2.28K	﹤0.01%	1266
2013 Q2	$15K	Buy	+2,481	New	+$15.8K	﹤0.01%	1325

Other funds holding SAN

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return