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WFG Advisors’s TransDigm Group TDG Stock Holding History

WFG Advisors’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$29K Hold
106
– – 0.01% 856
2017
Q1 		$23K Hold
106
– – 0.01% 859
2016
Q4 		$26K Buy
106
+1
+1% +$263 0.01% 874
2016
Q3 		$30K Hold
105
– – 0.01% 842
2016
Q2 		$28K Hold
105
– – 0.01% 843
2016
Q1 		$23K Hold
105
– – 0.01% 857
2015
Q4 		$24K Buy
+105
New +$23.6K 0.01% 846

Other funds holding TDG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WFG Advisors's TDG Position: Q2 2017 in Review

WFG Advisors held its TransDigm Group (TDG) position steady in Q2 2017 at 106 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #856.

WFG Advisors first reported a position in TDG in Q4 2015 and has held it in 7 quarters since. The position peaked at $30K in Q3 2016. 397 funds tracked by Wall St. Rank hold TDG as of Q2 2017.

  • WFG Advisors held 106 shares of TransDigm Group worth $29K as of Q2 2017.
  • WFG Advisors left its TransDigm Group share count unchanged in Q2 2017.
  • TransDigm Group made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #856 holding.
  • WFG Advisors first reported a position in TransDigm Group in Q4 2015 and has held it in 7 quarters since.
  • WFG Advisors's TransDigm Group position peaked at $30K in Q3 2016.
  • 397 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2017.

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