WFG Advisors’s Wolfspeed WOLF Stock Holding History

WFG Advisors’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$6K	Buy	250 +100	+67%	+$2.39K	﹤0.01%	1262
2017 Q1	$4K	Sell	150 -100	-40%	-$2.72K	﹤0.01%	1260
2016 Q4	$7K	Sell	250 -49	-16%	-$1.22K	﹤0.01%	1206
2016 Q3	$8K	Sell	299 -150	-33%	-$3.88K	﹤0.01%	1196
2016 Q2	$11K	Hold	449	–	–	﹤0.01%	1076
2016 Q1	$13K	Hold	449	–	–	﹤0.01%	997
2015 Q4	$12K	Hold	449	–	–	﹤0.01%	1042
2015 Q3	$11K	Hold	449	–	–	﹤0.01%	1075
2015 Q2	$12K	Hold	449	–	–	﹤0.01%	1142
2015 Q1	$16K	Hold	449	–	–	﹤0.01%	1061
2014 Q4	$14K	Sell	449 -540	-55%	-$17.7K	﹤0.01%	1351
2014 Q3	$40K	Sell	989 -1,513	-60%	-$69.9K	0.01%	1009
2014 Q2	$125K	Sell	2,502 -1,192	-32%	-$59.2K	0.02%	583
2014 Q1	$209K	Sell	3,694 -1,560	-30%	-$95.1K	0.04%	420
2013 Q4	$328K	Buy	5,254 +4,405	+519%	+$272K	0.05%	408
2013 Q3	$51K	Buy	849 +620	+271%	+$39.5K	0.01%	924
2013 Q2	$15K	Buy	+229	New	+$13.4K	﹤0.01%	1330

Other funds holding WOLF

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return