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WFG Advisors’s Timken Company TKR Stock Holding History

WFG Advisors’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$0 Hold
9
– – ﹤0.01% 1664
2017
Q1 		$0 Hold
9
– – ﹤0.01% 1656
2016
Q4 		$0 Sell
9
-150
-94% -$5.57K ﹤0.01% 1724
2016
Q3 		$6K Hold
159
– – ﹤0.01% 1246
2016
Q2 		$5K Hold
159
– – ﹤0.01% 1254
2016
Q1 		$5K Hold
159
– – ﹤0.01% 1206
2015
Q4 		$5K Hold
159
– – ﹤0.01% 1240
2015
Q3 		$4K Hold
159
– – ﹤0.01% 1314
2015
Q2 		$6K Buy
159
+48
+43% +$1.91K ﹤0.01% 1320
2015
Q1 		$5K Sell
111
-328
-75% -$13.6K ﹤0.01% 1380
2014
Q4 		$19K Sell
439
-1,052
-71% -$44.2K ﹤0.01% 1249
2014
Q3 		$63K Sell
1,491
-1,072
-42% -$49.3K 0.01% 837
2014
Q2 		$124K Sell
2,563
-390
-13% -$17.7K 0.02% 587
2014
Q1 		$124K Buy
2,953
+35
+1% +$1.44K 0.03% 570
2013
Q4 		$115K Buy
2,918
+2,514
+622% +$98.1K 0.02% 693
2013
Q3 		$17K Sell
404
-6,711
-94% -$288K ﹤0.01% 1339
2013
Q2 		$287K Buy
+7,115
New +$282K 0.05% 378

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SAM
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Boston Partners
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return