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WFG Advisors’s SS&C Technologies SSNC Stock Holding History

WFG Advisors’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$1K Hold
18
– – ﹤0.01% 1501
2017
Q1 		$1K Hold
18
– – ﹤0.01% 1428
2016
Q4 		$1K Buy
+18
New +$558 ﹤0.01% 1503
2014
Q3 		– Sell
-72
Closed -$2K – 2167
2014
Q2 		$2K Hold
72
– – ﹤0.01% 1838
2014
Q1 		$1K Sell
72
-600
-89% -$12.3K ﹤0.01% 1911
2013
Q4 		$15K Buy
672
+72
+12% +$1.45K ﹤0.01% 1461
2013
Q3 		$11K Hold
600
– – ﹤0.01% 1493
2013
Q2 		$10K Buy
+600
New +$9.34K ﹤0.01% 1457

Other funds holding SSNC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's SSNC Position: Q2 2017 in Review

WFG Advisors held its SS&C Technologies (SSNC) position steady in Q2 2017 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

WFG Advisors first reported a position in SSNC in Q2 2013 and has held it in 8 quarters since. The position peaked at $15K in Q4 2013. 269 funds tracked by Wall St. Rank hold SSNC as of Q2 2017.

  • WFG Advisors held 18 shares of SS&C Technologies worth $1K as of Q2 2017.
  • WFG Advisors left its SS&C Technologies share count unchanged in Q2 2017.
  • SS&C Technologies made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1501 holding.
  • WFG Advisors first reported a position in SS&C Technologies in Q2 2013 and has held it in 8 quarters since.
  • WFG Advisors's SS&C Technologies position peaked at $15K in Q4 2013.
  • 269 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2017.

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