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 +3,101	+434%	+$123K	0.04%	399
2016 Q1	$30K	Sell	715 -244	-25%	-$9.56K	0.01%	798
2015 Q4	$38K	Sell	959 -5,351	-85%	-$242K	0.01%	735
2015 Q3	$303K	Sell	6,310 -2,806	-31%	-$132K	0.09%	215
2015 Q2	$378K	Sell	9,116 -3,964	-30%	-$159K	0.1%	213
2015 Q1	$524K	Buy	13,080 +5,156	+65%	+$188K	0.15%	162
2014 Q4	$267K	Sell	7,924 -5,035	-39%	-$168K	0.05%	356
2014 Q3	$445K	Sell	12,959 -1,219	-9%	-$40.4K	0.08%	276
2014 Q2	$419K	Buy	14,178 +8,901	+169%	+$232K	0.08%	290
2014 Q1	$150K	Hold	5,277	–	–	0.03%	502
2013 Q4	$114K	Sell	5,277 -202	-4%	-$4.11K	0.02%	695
2013 Q3	$108K	Buy	5,479 +202	+4%	+$3.54K	0.02%	683
2013 Q2	$78K	Buy	+5,277	New	+$76.3K	0.01%	748

Other funds holding UAA

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return