WFG Advisors’s Texas Pacific Land TPL Stock Holding History

WFG Advisors’s Portfolio TPL Stock Details TPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$171K	Buy	5,238 +1,278	+32%	+$41.3K	0.04%	405
2017 Q1	$123K	Sell	3,960 -1,278	-24%	-$43K	0.03%	440
2016 Q4	$173K	Hold	5,238	–	–	0.04%	413
2016 Q3	$139K	Hold	5,238	–	–	0.03%	450
2016 Q2	$98K	Hold	5,238	–	–	0.03%	502
2016 Q1	$85K	Sell	5,238 -900	-15%	-$13.2K	0.02%	518
2015 Q4	$89K	Buy	6,138 +1,305	+27%	+$20.8K	0.03%	500
2015 Q3	$75K	Buy	4,833 +3,042	+170%	+$45.2K	0.02%	530
2015 Q2	$30K	Hold	1,791	–	–	0.01%	872
2015 Q1	$29K	Sell	1,791 -342	-16%	-$4.92K	0.01%	890
2014 Q4	$28K	Buy	2,133 +72	+3%	+$1.18K	0.01%	1112
2014 Q3	$44K	Hold	2,061	–	–	0.01%	980
2014 Q2	$37K	Buy	2,061 +126	+7%	+$2.08K	0.01%	1033
2014 Q1	$28K	Buy	1,935 +144	+8%	+$1.88K	0.01%	1132
2013 Q4	$20K	Hold	1,791	–	–	﹤0.01%	1349
2013 Q3	$17K	Sell	1,791 -180	-9%	-$1.7K	﹤0.01%	1340
2013 Q2	$18K	Buy	+1,971	New	+$17K	﹤0.01%	1254

Other funds holding TPL

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

LKIM

Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDS

First Dallas Securities Dallas, Texas $303M AUM 47.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's TPL Position: Q2 2017 in Review

WFG Advisors increased its Texas Pacific Land (TPL) stake by 32% in Q2 2017, buying an estimated $41.3K and bringing the position to 5,238 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #405.

WFG Advisors first reported a position in TPL in Q2 2013 and has held it in 17 quarters since. The position peaked at $173K in Q4 2016. 108 funds tracked by Wall St. Rank hold TPL as of Q2 2017.

WFG Advisors held 5,238 shares of Texas Pacific Land worth $171K as of Q2 2017.
WFG Advisors bought 1,278 Texas Pacific Land shares in Q2 2017, an estimated $41.3K.
Texas Pacific Land made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #405 holding.
WFG Advisors first reported a position in Texas Pacific Land in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Texas Pacific Land position peaked at $173K in Q4 2016.
108 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2017.

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