WA
SRCL

WFG Advisors’s Stericycle Inc SRCL Stock Holding History

WFG Advisors’s Portfolio SRCL Stock Details SRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-145
Closed -$11K – 1695
2016
Q4 		$11K Sell
145
-2,163
-94% -$163K ﹤0.01% 1087
2016
Q3 		$185K Buy
2,308
+440
+24% +$39.8K 0.05% 385
2016
Q2 		$194K Buy
1,868
+663
+55% +$70.9K 0.05% 351
2016
Q1 		$152K Hold
1,205
– – 0.04% 378
2015
Q4 		$145K Hold
1,205
– – 0.04% 372
2015
Q3 		$168K Sell
1,205
-75
-6% -$10.4K 0.05% 327
2015
Q2 		$171K Hold
1,280
– – 0.05% 384
2015
Q1 		$180K Hold
1,280
– – 0.05% 381
2014
Q4 		$168K Hold
1,280
– – 0.03% 481
2014
Q3 		$149K Sell
1,280
-20
-2% -$2.36K 0.03% 523
2014
Q2 		$154K Hold
1,300
– – 0.03% 519
2014
Q1 		$148K Hold
1,300
– – 0.03% 510
2013
Q4 		$151K Sell
1,300
-20
-2% -$2.33K 0.02% 601
2013
Q3 		$152K Hold
1,320
– – 0.02% 572
2013
Q2 		$146K Buy
+1,320
New +$143K 0.02% 549

Other funds holding SRCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's SRCL Position: Q1 2017 in Review

WFG Advisors sold out of Stericycle Inc (SRCL) in Q1 2017, closing a stake of 145 shares — an estimated $11K sold.

WFG Advisors first reported a position in SRCL in Q2 2013 and held it in 15 quarters. The position peaked at $194K in Q2 2016. 566 funds tracked by Wall St. Rank hold SRCL as of Q1 2017.

  • WFG Advisors reported no remaining Stericycle Inc position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 145 Stericycle Inc shares in Q1 2017, an estimated $11K.
  • WFG Advisors first reported a position in Stericycle Inc in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's Stericycle Inc position peaked at $194K in Q2 2016.
  • 566 funds tracked by Wall St. Rank held Stericycle Inc as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.