WFG Advisors’s StoneX SNEX Stock Holding History

WFG Advisors’s Portfolio SNEX Stock Details SNEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$34K	Buy	4,582 +2,658	+138%	+$19.1K	0.01%	809
2017 Q1	$14K	Buy	+1,924	New	+$14.3K	﹤0.01%	989

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

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

SAM

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

WFG Advisors's SNEX Position: Q2 2017 in Review

WFG Advisors increased its StoneX (SNEX) stake by 138% in Q2 2017, buying an estimated $19.1K and bringing the position to 4,582 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #809.

WFG Advisors first reported a position in SNEX in Q1 2017 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold SNEX as of Q2 2017.

WFG Advisors held 4,582 shares of StoneX worth $34K as of Q2 2017.
WFG Advisors bought 2,658 StoneX shares in Q2 2017, an estimated $19.1K.
StoneX made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #809 holding.
WFG Advisors first reported a position in StoneX in Q1 2017 and has held it in 2 quarters since.
121 funds tracked by Wall St. Rank held StoneX as of Q2 2017.

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