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WFG Advisors’s WPP WPP Stock Holding History

WFG Advisors’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$4K Hold
41
– – ﹤0.01% 1346
2017
Q1 		$5K Hold
41
– – ﹤0.01% 1230
2016
Q4 		$5K Sell
41
-40
-49% -$4.33K ﹤0.01% 1283
2016
Q3 		$10K Buy
81
+1
+1% +$114 ﹤0.01% 1136
2016
Q2 		$8K Hold
80
– – ﹤0.01% 1152
2016
Q1 		$9K Sell
80
-10
-11% -$1.08K ﹤0.01% 1083
2015
Q4 		$10K Buy
90
+40
+80% +$4.5K ﹤0.01% 1089
2015
Q3 		$5K Hold
50
– – ﹤0.01% 1274
2015
Q2 		$6K Hold
50
– – ﹤0.01% 1323
2015
Q1 		$6K Sell
50
-1
-2% -$112 ﹤0.01% 1337
2014
Q4 		$5K Buy
+51
New +$5.08K ﹤0.01% 1653

Other funds holding WPP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's WPP Position: Q2 2017 in Review

WFG Advisors held its WPP (WPP) position steady in Q2 2017 at 41 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

WFG Advisors first reported a position in WPP in Q4 2014 and has held it in 11 quarters since. The position peaked at $10K in Q3 2016. 207 funds tracked by Wall St. Rank hold WPP as of Q2 2017.

  • WFG Advisors held 41 shares of WPP worth $4K as of Q2 2017.
  • WFG Advisors left its WPP share count unchanged in Q2 2017.
  • WPP made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1346 holding.
  • WFG Advisors first reported a position in WPP in Q4 2014 and has held it in 11 quarters since.
  • WFG Advisors's WPP position peaked at $10K in Q3 2016.
  • 207 funds tracked by Wall St. Rank held WPP as of Q2 2017.

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