WFG Advisors’s Block Inc XYZ Stock Holding History

WFG Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-83	Closed	-$1K	–	1757
2016 Q3	$1K	Buy	+83	New	+$907	﹤0.01%	1515

Other funds holding XYZ

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

KDA

KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

WFG Advisors's XYZ Position: Q4 2016 in Review

WFG Advisors sold out of Block Inc (XYZ) in Q4 2016, closing a stake of 83 shares — an estimated $1K sold.

WFG Advisors first reported a position in XYZ in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 234 funds tracked by Wall St. Rank hold XYZ as of Q4 2016.

WFG Advisors reported no remaining Block Inc position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 83 Block Inc shares in Q4 2016, an estimated $1K.
WFG Advisors first reported a position in Block Inc in Q3 2016 and held it in 1 quarter.
WFG Advisors's Block Inc position peaked at $1K in Q3 2016.
234 funds tracked by Wall St. Rank held Block Inc as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.