WFG Advisors’s U-Haul Holding Co UHAL Stock Holding History

WFG Advisors’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$14K	Sell	380 -60	-14%	-$2.18K	﹤0.01%	1049
2017 Q1	$17K	Hold	440	–	–	﹤0.01%	932
2016 Q4	$16K	Buy	440 +10	+2%	+$343	﹤0.01%	989
2016 Q3	$14K	Hold	430	–	–	﹤0.01%	1038
2016 Q2	$16K	Hold	430	–	–	﹤0.01%	972
2016 Q1	$15K	Hold	430	–	–	﹤0.01%	952
2015 Q4	$17K	Hold	430	–	–	0.01%	940
2015 Q3	$17K	Buy	+430	New	+$15.6K	0.01%	950

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

WFG Advisors's UHAL Position: Q2 2017 in Review

WFG Advisors reduced its U-Haul Holding Co (UHAL) stake by 14% in Q2 2017, selling an estimated $2.18K and leaving 380 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

WFG Advisors first reported a position in UHAL in Q3 2015 and has held it in 8 quarters since. The position peaked at $17K in Q1 2017. 250 funds tracked by Wall St. Rank hold UHAL as of Q2 2017.

WFG Advisors held 380 shares of U-Haul Holding Co worth $14K as of Q2 2017.
WFG Advisors sold 60 U-Haul Holding Co shares in Q2 2017, an estimated $2.18K.
U-Haul Holding Co made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1049 holding.
WFG Advisors first reported a position in U-Haul Holding Co in Q3 2015 and has held it in 8 quarters since.
WFG Advisors's U-Haul Holding Co position peaked at $17K in Q1 2017.
250 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2017.

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