WFG Advisors’s Sanofi SNY Stock Holding History

WFG Advisors’s Portfolio SNY Stock Details SNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$37K	Hold	775	–	–	0.01%	781
2017 Q1	$35K	Hold	775	–	–	0.01%	758
2016 Q4	$31K	Sell	775 -436	-36%	-$17.2K	0.01%	837
2016 Q3	$46K	Sell	1,211 -50	-4%	-$2.01K	0.01%	734
2016 Q2	$53K	Sell	1,261 -60	-5%	-$2.46K	0.01%	674
2016 Q1	$53K	Sell	1,321 -55	-4%	-$2.21K	0.02%	650
2015 Q4	$59K	Sell	1,376 -1	-0.1%	-$46	0.02%	620
2015 Q3	$65K	Hold	1,377	–	–	0.02%	564
2015 Q2	$68K	Buy	1,377 +621	+82%	+$31.5K	0.02%	640
2015 Q1	$37K	Sell	756 -296	-28%	-$14.2K	0.01%	811
2014 Q4	$48K	Buy	1,052 +7	+0.7%	+$340	0.01%	898
2014 Q3	$59K	Sell	1,045 -1,409	-57%	-$75.7K	0.01%	864
2014 Q2	$130K	Buy	2,454 +276	+13%	+$14.7K	0.02%	569
2014 Q1	$114K	Sell	2,178 -963	-31%	-$48.7K	0.02%	597
2013 Q4	$168K	Sell	3,141 -655	-17%	-$33.8K	0.02%	571
2013 Q3	$192K	Buy	3,796 +8	+0.2%	+$407	0.03%	496
2013 Q2	$195K	Buy	+3,788	New	+$202K	0.03%	467

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return