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WFG Advisors’s Towne Bank TOWN Stock Holding History

WFG Advisors’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$14K Buy
441
+1
+0.2% +$31 ﹤0.01% 1048
2017
Q1 		$14K Buy
440
+2
+0.5% +$65 ﹤0.01% 992
2016
Q4 		$15K Buy
438
+2
+0.5% +$58 ﹤0.01% 1009
2016
Q3 		$10K Buy
436
+3
+0.7% +$70 ﹤0.01% 1134
2016
Q2 		$9K Buy
+433
New +$9.07K ﹤0.01% 1129

Other funds holding TOWN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WFG Advisors's TOWN Position: Q2 2017 in Review

WFG Advisors increased its Towne Bank (TOWN) stake by 0.23% in Q2 2017, buying an estimated $31 and bringing the position to 441 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

WFG Advisors first reported a position in TOWN in Q2 2016 and has held it in 5 quarters since. The position peaked at $15K in Q4 2016. 109 funds tracked by Wall St. Rank hold TOWN as of Q2 2017.

  • WFG Advisors held 441 shares of Towne Bank worth $14K as of Q2 2017.
  • WFG Advisors bought 1 Towne Bank share in Q2 2017, an estimated $31.
  • Towne Bank made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1048 holding.
  • WFG Advisors first reported a position in Towne Bank in Q2 2016 and has held it in 5 quarters since.
  • WFG Advisors's Towne Bank position peaked at $15K in Q4 2016.
  • 109 funds tracked by Wall St. Rank held Towne Bank as of Q2 2017.

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