WFG Advisors’s Steris STE Stock Holding History

WFG Advisors’s Portfolio STE Stock Details STE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$18K	Hold	216	–	–	﹤0.01%	984
2017 Q1	$15K	Buy	216 +1	+0.5%	+$69	﹤0.01%	968
2016 Q4	$14K	Buy	215 +1	+0.5%	+$68	﹤0.01%	1029
2016 Q3	$16K	Buy	214 +1	+0.5%	+$71	﹤0.01%	1003
2016 Q2	$15K	Buy	213 +1	+0.5%	+$70	﹤0.01%	986
2016 Q1	$15K	Hold	212	–	–	﹤0.01%	950
2015 Q4	$16K	Hold	212	–	–	﹤0.01%	950
2015 Q3	$14K	Buy	212 +1	+0.5%	+$66	﹤0.01%	1005
2015 Q2	$14K	Buy	211 +1	+0.5%	+$67	﹤0.01%	1093
2015 Q1	$15K	Sell	210 -25	-11%	-$1.65K	﹤0.01%	1081
2014 Q4	$15K	Hold	235	–	–	﹤0.01%	1326
2014 Q3	$13K	Buy	235 +1	+0.4%	+$54	﹤0.01%	1415
2014 Q2	$12K	Buy	234 +1	+0.4%	+$52	﹤0.01%	1433
2014 Q1	$11K	Buy	233 +1	+0.4%	+$47	﹤0.01%	1445
2013 Q4	$11K	Buy	232 +1	+0.4%	+$46	﹤0.01%	1553
2013 Q3	$10K	Buy	231 +1	+0.4%	+$43	﹤0.01%	1528
2013 Q2	$10K	Buy	+230	New	+$9.9K	﹤0.01%	1458

Other funds holding STE

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WFG Advisors's STE Position: Q2 2017 in Review

WFG Advisors held its Steris (STE) position steady in Q2 2017 at 216 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

WFG Advisors first reported a position in STE in Q2 2013 and has held it in 17 quarters since. 297 funds tracked by Wall St. Rank hold STE as of Q2 2017.

WFG Advisors held 216 shares of Steris worth $18K as of Q2 2017.
WFG Advisors left its Steris share count unchanged in Q2 2017.
Steris made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #984 holding.
WFG Advisors first reported a position in Steris in Q2 2013 and has held it in 17 quarters since.
297 funds tracked by Wall St. Rank held Steris as of Q2 2017.

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