WFG Advisors’s Under Armour UAA Stock Holding History

WFG Advisors’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$132K	Buy	6,074 +1,079	+22%	+$22K	0.03%	467
2017 Q1	$99K	Sell	4,995 -1,654	-25%	-$38.5K	0.03%	481
2016 Q4	$193K	Buy	6,649 +2,833	+74%	+$93K	0.05%	396
2016 Q3	$148K	Hold	3,816	–	–	0.04%	436
2016 Q2	$153K	Buy	3,816 +3,106	+437%	+$124K	0.04%	399
2016 Q1	$30K	Sell	710 -242	-25%	-$9.55K	0.01%	798
2015 Q4	$38K	Sell	952 -5,314	-85%	-$242K	0.01%	735
2015 Q3	$303K	Sell	6,266 -2,786	-31%	-$132K	0.09%	215
2015 Q2	$378K	Sell	9,052 -3,936	-30%	-$159K	0.1%	213
2015 Q1	$524K	Buy	12,988 +5,120	+65%	+$188K	0.15%	162
2014 Q4	$267K	Sell	7,868 -5,000	-39%	-$169K	0.05%	356
2014 Q3	$445K	Sell	12,868 -1,210	-9%	-$40.4K	0.08%	276
2014 Q2	$419K	Buy	14,078 +8,838	+169%	+$232K	0.08%	290
2014 Q1	$150K	Hold	5,240	–	–	0.03%	502
2013 Q4	$114K	Sell	5,240 -200	-4%	-$4.1K	0.02%	695
2013 Q3	$108K	Buy	5,440 +200	+4%	+$3.53K	0.02%	683
2013 Q2	$78K	Buy	+5,240	New	+$76.4K	0.01%	748

Other funds holding UAA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFG Advisors's UAA Position: Q2 2017 in Review

WFG Advisors increased its Under Armour (UAA) stake by 22% in Q2 2017, buying an estimated $22K and bringing the position to 6,074 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #467.

WFG Advisors first reported a position in UAA in Q2 2013 and has held it in 17 quarters since. The position peaked at $524K in Q1 2015. 470 funds tracked by Wall St. Rank hold UAA as of Q2 2017.

WFG Advisors held 6,074 shares of Under Armour worth $132K as of Q2 2017.
WFG Advisors bought 1,079 Under Armour shares in Q2 2017, an estimated $22K.
Under Armour made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #467 holding.
WFG Advisors first reported a position in Under Armour in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Under Armour position peaked at $524K in Q1 2015.
470 funds tracked by Wall St. Rank held Under Armour as of Q2 2017.

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