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WFG Advisors’s Under Armour Class C UA Stock Holding History

WFG Advisors’s Portfolio UA Stock Details UA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$6K Buy
+306
New +$5.77K ﹤0.01% 1259
2017
Q1 		– Sell
-36
Closed -$1K – 1662
2016
Q4 		$1K Sell
36
-319
-90% -$8.83K ﹤0.01% 1511
2016
Q3 		$12K Sell
355
-3
-0.8% -$108 ﹤0.01% 1083
2016
Q2 		$13K Buy
+358
New +$13.2K ﹤0.01% 1023

Other funds holding UA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WFG Advisors's UA Position: Q2 2017 in Review

WFG Advisors opened a new position in Under Armour Class C (UA) in Q2 2017: 306 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: WFG Advisors previously reported a position in UA as recently as Q4 2016.

WFG Advisors first reported a position in UA in Q2 2016 and has held it in 4 quarters since. The position peaked at $13K in Q2 2016. 441 funds tracked by Wall St. Rank hold UA as of Q2 2017.

  • WFG Advisors held 306 shares of Under Armour Class C worth $6K as of Q2 2017.
  • Under Armour Class C was a new WFG Advisors position in Q2 2017.
  • Under Armour Class C made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1259 holding.
  • WFG Advisors first reported a position in Under Armour Class C in Q2 2016 and has held it in 4 quarters since.
  • WFG Advisors's Under Armour Class C position peaked at $13K in Q2 2016.
  • 441 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2017.

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