WA
VMW

WFG Advisors’s VMware, Inc VMW Stock Holding History

WFG Advisors’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-113
Closed -$9K – 1704
2016
Q4 		$9K Hold
113
– – ﹤0.01% 1149
2016
Q3 		$8K Sell
113
-100
-47% -$7.03K ﹤0.01% 1201
2016
Q2 		$12K Hold
213
– – ﹤0.01% 1055
2016
Q1 		$11K Sell
213
-37
-15% -$1.83K ﹤0.01% 1036
2015
Q4 		$14K Sell
250
-1,150
-82% -$71.5K ﹤0.01% 1004
2015
Q3 		$110K Hold
1,400
– – 0.03% 439
2015
Q2 		$120K Buy
1,400
+125
+10% +$10.9K 0.03% 483
2015
Q1 		$105K Buy
1,275
+445
+54% +$36.4K 0.03% 517
2014
Q4 		$68K Sell
830
-295
-26% -$25.2K 0.01% 774
2014
Q3 		$106K Sell
1,125
-193
-15% -$18.8K 0.02% 646
2014
Q2 		$128K Sell
1,318
-82
-6% -$7.97K 0.02% 575
2014
Q1 		$151K Sell
1,400
-65
-4% -$6.37K 0.03% 497
2013
Q4 		$131K Buy
1,465
+1,150
+365% +$95K 0.02% 644
2013
Q3 		$25K Buy
315
+5
+2% +$404 ﹤0.01% 1192
2013
Q2 		$21K Buy
+310
New +$22.7K ﹤0.01% 1202

Other funds holding VMW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

WFG Advisors's VMW Position: Q1 2017 in Review

WFG Advisors sold out of VMware, Inc (VMW) in Q1 2017, closing a stake of 113 shares — an estimated $9K sold.

WFG Advisors first reported a position in VMW in Q2 2013 and held it in 15 quarters. The position peaked at $151K in Q1 2014. 442 funds tracked by Wall St. Rank hold VMW as of Q1 2017.

  • WFG Advisors reported no remaining VMware, Inc position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 113 VMware, Inc shares in Q1 2017, an estimated $9K.
  • WFG Advisors first reported a position in VMware, Inc in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's VMware, Inc position peaked at $151K in Q1 2014.
  • 442 funds tracked by Wall St. Rank held VMware, Inc as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.