WFG Advisors’s Veeva Systems VEEV Stock Holding History

WFG Advisors’s Portfolio VEEV Stock Details VEEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-100	Closed	-$3K	–	1715
2015 Q2	$3K	Sell	100 -200	-67%	-$5.42K	﹤0.01%	1434
2015 Q1	$8K	Sell	300 -2,200	-88%	-$62K	﹤0.01%	1265
2014 Q4	$66K	Buy	+2,500	New	+$70.3K	0.01%	786

Other funds holding VEEV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's VEEV Position: Q3 2015 in Review

WFG Advisors sold out of Veeva Systems (VEEV) in Q3 2015, closing a stake of 100 shares — an estimated $3K sold.

WFG Advisors first reported a position in VEEV in Q4 2014 and held it in 3 quarters. The position peaked at $66K in Q4 2014. 163 funds tracked by Wall St. Rank hold VEEV as of Q3 2015.

WFG Advisors reported no remaining Veeva Systems position as of Q3 2015 after selling out during the quarter.
WFG Advisors sold 100 Veeva Systems shares in Q3 2015, an estimated $3K.
WFG Advisors first reported a position in Veeva Systems in Q4 2014 and held it in 3 quarters.
WFG Advisors's Veeva Systems position peaked at $66K in Q4 2014.
163 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.