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WFG Advisors’s Twilio TWLO Stock Holding History

WFG Advisors’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$30K Buy
1,015
+470
+86% +$12.9K 0.01% 846
2017
Q1 		$16K Buy
545
+70
+15% +$2.12K ﹤0.01% 947
2016
Q4 		$14K Buy
475
+225
+90% +$8.43K ﹤0.01% 1030
2016
Q3 		$16K Buy
+250
New +$12.5K ﹤0.01% 1006

Other funds holding TWLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WFG Advisors's TWLO Position: Q2 2017 in Review

WFG Advisors increased its Twilio (TWLO) stake by 86% in Q2 2017, buying an estimated $12.9K and bringing the position to 1,015 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #846.

WFG Advisors first reported a position in TWLO in Q3 2016 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold TWLO as of Q2 2017.

  • WFG Advisors held 1,015 shares of Twilio worth $30K as of Q2 2017.
  • WFG Advisors bought 470 Twilio shares in Q2 2017, an estimated $12.9K.
  • Twilio made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #846 holding.
  • WFG Advisors first reported a position in Twilio in Q3 2016 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held Twilio as of Q2 2017.

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