WFG Advisors’s Service Corp International SCI Stock Holding History

WFG Advisors’s Portfolio SCI Stock Details SCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$5K	Buy	140 +1	+0.7%	+$32	﹤0.01%	1292
2017 Q1	$4K	Buy	139 +1	+0.7%	+$30	﹤0.01%	1254
2016 Q4	$4K	Hold	138	–	–	﹤0.01%	1318
2016 Q3	$4K	Buy	138 +1	+0.7%	+$27	﹤0.01%	1312
2016 Q2	$4K	Buy	137 +1	+0.7%	+$26	﹤0.01%	1288
2016 Q1	$3K	Hold	136	–	–	﹤0.01%	1287
2015 Q4	$4K	Buy	136 +1	+0.7%	+$27	﹤0.01%	1277
2015 Q3	$4K	Hold	135	–	–	﹤0.01%	1309
2015 Q2	$4K	Buy	135 +1	+0.7%	+$28	﹤0.01%	1393
2015 Q1	$3K	Hold	134	–	–	﹤0.01%	1487
2014 Q4	$3K	Buy	134 +1	+0.8%	+$22	﹤0.01%	1794
2014 Q3	$3K	Hold	133	–	–	﹤0.01%	1812
2014 Q2	$3K	Buy	+133	New	+$2.6K	﹤0.01%	1777
2014 Q1	–	Sell	-99	Closed	-$2K	–	2197
2013 Q4	$2K	Hold	99	–	–	﹤0.01%	1984
2013 Q3	$2K	Buy	99 +1	+1%	+$19	﹤0.01%	1954
2013 Q2	$2K	Buy	+98	New	+$1.67K	﹤0.01%	1867

Other funds holding SCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WFG Advisors's SCI Position: Q2 2017 in Review

WFG Advisors increased its Service Corp International (SCI) stake by 0.72% in Q2 2017, buying an estimated $32 and bringing the position to 140 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

WFG Advisors first reported a position in SCI in Q2 2013 and has held it in 16 quarters since. 310 funds tracked by Wall St. Rank hold SCI as of Q2 2017.

WFG Advisors held 140 shares of Service Corp International worth $5K as of Q2 2017.
WFG Advisors bought 1 Service Corp International share in Q2 2017, an estimated $32.
Service Corp International made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1292 holding.
WFG Advisors first reported a position in Service Corp International in Q2 2013 and has held it in 16 quarters since.
310 funds tracked by Wall St. Rank held Service Corp International as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.