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WFG Advisors’s Skywest SKYW Stock Holding History

WFG Advisors’s Portfolio SKYW Stock Details SKYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-673
Closed -$18K – 1682
2016
Q2 		$18K Hold
673
– – ﹤0.01% 944
2016
Q1 		$13K Sell
673
-4,031
-86% -$68.1K ﹤0.01% 992
2015
Q4 		$89K Sell
4,704
-2,059
-30% -$40.3K 0.03% 499
2015
Q3 		$113K Sell
6,763
-2,586
-28% -$41.5K 0.04% 433
2015
Q2 		$141K Sell
9,349
-899
-9% -$13.4K 0.04% 437
2015
Q1 		$150K Sell
10,248
-3,875
-27% -$53.9K 0.04% 423
2014
Q4 		$188K Sell
14,123
-700
-5% -$7.54K 0.04% 444
2014
Q3 		$115K Buy
14,823
+13,528
+1,045% +$137K 0.02% 611
2014
Q2 		$16K Buy
1,295
+2
+0.2% +$24 ﹤0.01% 1353
2014
Q1 		$16K Sell
1,293
-6,586
-84% -$86.3K ﹤0.01% 1335
2013
Q4 		$117K Sell
7,879
-262
-3% -$3.99K 0.02% 689
2013
Q3 		$118K Sell
8,141
-298
-4% -$4.28K 0.02% 654
2013
Q2 		$114K Buy
+8,439
New +$120K 0.02% 620

Other funds holding SKYW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return