WA
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WFG Advisors’s Warner Bros WBD Stock Holding History

WFG Advisors’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$6K Buy
215
+21
+11% +$569 ﹤0.01% 1261
2017
Q1 		$6K Sell
194
-21
-10% -$589 ﹤0.01% 1195
2016
Q4 		$6K Buy
215
+21
+11% +$570 ﹤0.01% 1237
2016
Q3 		$5K Buy
194
+100
+106% +$2.56K ﹤0.01% 1284
2016
Q2 		$2K Hold
94
– – ﹤0.01% 1395
2016
Q1 		$3K Hold
94
– – ﹤0.01% 1297
2015
Q4 		$3K Hold
94
– – ﹤0.01% 1321
2015
Q3 		$2K Sell
94
-842
-90% -$24.9K ﹤0.01% 1440
2015
Q2 		$31K Hold
936
– – 0.01% 856
2015
Q1 		$29K Sell
936
-605
-39% -$19K 0.01% 892
2014
Q4 		$53K Buy
1,541
+605
+65% +$21K 0.01% 866
2014
Q3 		$35K Sell
936
-107
-10% -$4.45K 0.01% 1048
2014
Q2 		$40K Sell
1,043
-300
-22% -$11.8K 0.01% 1003
2014
Q1 		$57K Hold
1,343
– – 0.01% 861
2013
Q4 		$62K Hold
1,343
– – 0.01% 917
2013
Q3 		$58K Sell
1,343
-50
-4% -$2.08K 0.01% 872
2013
Q2 		$55K Buy
+1,393
New +$55.5K 0.01% 851

Other funds holding WBD

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return