WFG Advisors, LP historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, WFG Advisors, LP opened 589 positions, added to 2,938, reduced 2,345 and sold out of 614.
- Q3 2016: Stock PSEC; Country of operation United States; Class COM; Shares before 141,661.
- Q3 2016: Stock KMI; Country of operation United States; Class COM; Shares before 189,946.
- Q3 2016: Stock BSX; Country of operation United States; Class COM; Shares before 142,480.
- Q3 2016: Stock MSFT; Country of operation United States; Class COM; Shares before 78,075.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1533892), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-09); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-12); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-24); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | PSEC
PROSPECT CAPITAL CORPORATION | United States | COM | 141,661 | 346,522 | +204,861 | $1,108,000 | $2,807,000 | +$1,699,000 | 2016-11-14 |
|---|
| Q3 2016 | KMI
KINDER MORGAN INC DEL | United States | COM | 189,946 | 203,302 | +13,356 | $3,556,000 | $4,702,000 | +$1,146,000 | 2016-11-14 |
|---|
| Q3 2016 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 142,480 | 168,204 | +25,724 | $3,330,000 | $4,003,000 | +$673,000 | 2016-11-14 |
|---|
| Q3 2016 | MSFT
MICROSOFT CORP | United States | COM | 78,075 | 80,317 | +2,242 | $3,995,000 | $4,626,000 | +$631,000 | 2016-11-14 |
|---|
| Q3 2016 | MMM
3M CO | United States | COM | 4,516 | 7,213 | +2,697 | $791,000 | $1,271,000 | +$480,000 | 2016-11-14 |
|---|
| Q3 2016 | CSCO
CISCO SYS INC | United States | COM | 46,939 | 56,564 | +9,625 | $1,347,000 | $1,794,000 | +$447,000 | 2016-11-14 |
|---|
| Q3 2016 | FCX
FREEPORT-MCMORAN INC | United States | CL B | 22,597 | 64,296 | +41,699 | $252,000 | $698,000 | +$446,000 | 2016-11-14 |
|---|
| Q3 2016 | GAIN
GLADSTONE INVT CORP | United States | COM | 1,350 | 42,438 | +41,088 | $10,000 | $377,000 | +$367,000 | 2016-11-14 |
|---|
| Q3 2016 | INTC
INTEL CORP | United States | COM | 67,512 | 68,162 | +650 | $2,214,000 | $2,573,000 | +$359,000 | 2016-11-14 |
|---|
| Q3 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 16,854 | 20,890 | +4,036 | $1,047,000 | $1,391,000 | +$344,000 | 2016-11-14 |
|---|
| Q3 2016 | MAIN
MAIN STREET CAPITAL CORP | United States | COM | 3,600 | 13,392 | +9,792 | $118,000 | $460,000 | +$342,000 | 2016-11-14 |
|---|
| Q3 2016 | PG
PROCTER AND GAMBLE CO | United States | COM | 28,384 | 30,443 | +2,059 | $2,403,000 | $2,732,000 | +$329,000 | 2016-11-14 |
|---|
| Q3 2016 | DIS
DISNEY WALT CO | United States | COM DISNEY | 14,965 | 19,158 | +4,193 | $1,464,000 | $1,779,000 | +$315,000 | 2016-11-14 |
|---|
| Q3 2016 | PAA
PLAINS ALL AMERN PIPELINE L | United States | UNIT LTD PARTN | 68,221 | 69,579 | +1,358 | $1,875,000 | $2,185,000 | +$310,000 | 2016-11-14 |
|---|
| Q3 2016 | PVH
PVH CORP | United States | COM | 392 | 3,121 | +2,729 | $37,000 | $345,000 | +$308,000 | 2016-11-14 |
|---|
| Q3 2016 | OHI
OMEGA HEALTHCARE INVS INC | United States | COM | 17,131 | 24,882 | +7,751 | $582,000 | $882,000 | +$300,000 | 2016-11-14 |
|---|
| Q3 2016 | V
VISA INC | United States | COM CL A | 24,688 | 25,662 | +974 | $1,831,000 | $2,122,000 | +$291,000 | 2016-11-14 |
|---|
| Q3 2016 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 2,964 | 4,999 | +2,035 | $419,000 | $700,000 | +$281,000 | 2016-11-14 |
|---|
| Q3 2016 | META
FACEBOOK INC | United States | CL A | 10,240 | 11,249 | +1,009 | $1,170,000 | $1,443,000 | +$273,000 | 2016-11-14 |
|---|
| Q3 2016 | COR
AMERISOURCEBERGEN CORP | United States | COM | 569 | 3,889 | +3,320 | $45,000 | $314,000 | +$269,000 | 2016-11-14 |
|---|
| Q3 2016 | LTC
LTC PPTYS INC | United States | COM | 3,895 | 9,011 | +5,116 | $202,000 | $468,000 | +$266,000 | 2016-11-14 |
|---|
| Q3 2016 | LYB
LYONDELLBASELL INDUSTRIES N | | SHS - A - | 5,713 | 8,542 | +2,829 | $425,000 | $689,000 | +$264,000 | 2016-11-14 |
|---|
| Q3 2016 | MDT
MEDTRONIC PLC | Ireland | SHS | 16,049 | 19,100 | +3,051 | $1,393,000 | $1,650,000 | +$257,000 | 2016-11-14 |
|---|
| Q3 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 935 | 1,105 | +170 | $647,000 | $859,000 | +$212,000 | 2016-11-14 |
|---|
| Q3 2016 | NAT
NORDIC AMERICAN TANKERS LIMI | | COM | 8,346 | 32,356 | +24,010 | $116,000 | $327,000 | +$211,000 | 2016-11-14 |
|---|
| Q3 2016 | LVS
LAS VEGAS SANDS CORP | United States | COM | 7,948 | 9,660 | +1,712 | $346,000 | $556,000 | +$210,000 | 2016-11-14 |
|---|
| Q3 2016 | NFLX
NETFLIX INC | United States | COM | 2,728 | 4,639 | +1,911 | $250,000 | $457,000 | +$207,000 | 2016-11-14 |
|---|
| Q3 2016 | O
REALTY INCOME CORP | United States | COM | 25,939 | 29,676 | +3,737 | $1,799,000 | $1,986,000 | +$187,000 | 2016-11-14 |
|---|
| Q3 2016 | WMT
WAL-MART STORES INC | United States | COM | 31,793 | 34,738 | +2,945 | $2,322,000 | $2,505,000 | +$183,000 | 2016-11-14 |
|---|
| Q3 2016 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 5,894 | 7,981 | +2,087 | $542,000 | $704,000 | +$162,000 | 2016-11-14 |
|---|
| Q3 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 814 | 892 | +78 | $573,000 | $717,000 | +$144,000 | 2016-11-14 |
|---|
| Q3 2016 | JNJ
JOHNSON & JOHNSON | United States | COM | 46,267 | 48,696 | +2,429 | $5,612,000 | $5,752,000 | +$140,000 | 2016-11-14 |
|---|
| Q3 2016 | AVB
AVALONBAY CMNTYS INC | United States | COM | 230 | 1,013 | +783 | $42,000 | $180,000 | +$138,000 | 2016-11-14 |
|---|
| Q3 2016 | HAS
HASBRO INC | United States | COM | 2,543 | 4,305 | +1,762 | $214,000 | $341,000 | +$127,000 | 2016-11-14 |
|---|
| Q3 2016 | FDX
FEDEX CORP | United States | COM | 4,367 | 4,519 | +152 | $663,000 | $789,000 | +$126,000 | 2016-11-14 |
|---|
| Q3 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 28,653 | 33,436 | +4,783 | $1,356,000 | $1,481,000 | +$125,000 | 2016-11-14 |
|---|
| Q3 2016 | XOMXXXX
EXXON MOBIL CORP | | COM | 94,969 | 100,569 | +5,600 | $8,902,000 | $8,778,000 | -$124,000 | 2016-11-14 |
|---|
| Q3 2016 | BAC
BANK AMER CORP | United States | COM | 50,326 | 50,462 | +136 | $668,000 | $790,000 | +$122,000 | 2016-11-14 |
|---|
| Q3 2016 | TXN
TEXAS INSTRS INC | United States | COM | 2,535 | 3,988 | +1,453 | $159,000 | $280,000 | +$121,000 | 2016-11-14 |
|---|
| Q3 2016 | TRV
TRAVELERS COMPANIES INC | United States | COM | 13,857 | 15,446 | +1,589 | $1,650,000 | $1,769,000 | +$119,000 | 2016-11-14 |
|---|
| Q3 2016 | MPT
MEDICAL PPTYS TRUST INC | United States | COM | 323,448 | 325,108 | +1,660 | $4,920,000 | $4,802,000 | -$118,000 | 2016-11-14 |
|---|
| Q3 2016 | NKE
NIKE INC | United States | CL B | 11,440 | 14,184 | +2,744 | $631,000 | $747,000 | +$116,000 | 2016-11-14 |
|---|
| Q3 2016 | TJX
TJX COS INC NEW | United States | COM | 1,629 | 3,241 | +1,612 | $126,000 | $242,000 | +$116,000 | 2016-11-14 |
|---|
| Q3 2016 | SJM
SMUCKER J M CO | United States | COM NEW | 6,859 | 6,864 | +5 | $1,045,000 | $930,000 | -$115,000 | 2016-11-14 |
|---|
| Q3 2016 | XEL
XCEL ENERGY INC | United States | COM | 34,074 | 34,353 | +279 | $1,526,000 | $1,413,000 | -$113,000 | 2016-11-14 |
|---|
| Q3 2016 | COST
COSTCO WHSL CORP NEW | United States | COM | 3,823 | 4,655 | +832 | $600,000 | $710,000 | +$110,000 | 2016-11-14 |
|---|
| Q3 2016 | UNP
UNION PAC CORP | United States | COM | 9,414 | 9,547 | +133 | $821,000 | $931,000 | +$110,000 | 2016-11-14 |
|---|
| Q3 2016 | AMGN
AMGEN INC | United States | COM | 1,582 | 2,095 | +513 | $241,000 | $350,000 | +$109,000 | 2016-11-14 |
|---|
| Q3 2016 | PM
PHILIP MORRIS INTL INC | United States | COM | 15,912 | 17,756 | +1,844 | $1,619,000 | $1,726,000 | +$107,000 | 2016-11-14 |
|---|
| Q3 2016 | HD
HOME DEPOT INC | United States | COM | 10,971 | 11,685 | +714 | $1,401,000 | $1,504,000 | +$103,000 | 2016-11-14 |
|---|
| Q3 2016 | ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 618 | 959 | +341 | $158,000 | $258,000 | +$100,000 | 2016-11-14 |
|---|
| Q3 2016 | LPLA
LPL FINL HLDGS INC | United States | COM | 5,758 | 7,197 | +1,439 | $130,000 | $215,000 | +$85,000 | 2016-11-14 |
|---|
| Q3 2016 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 22,621 | 23,252 | +631 | $3,275,000 | $3,359,000 | +$84,000 | 2016-11-14 |
|---|
| Q3 2016 | DGX
QUEST DIAGNOSTICS INC | United States | COM | 21 | 970 | +949 | $2,000 | $82,000 | +$80,000 | 2016-11-14 |
|---|
| Q3 2016 | DG
DOLLAR GEN CORP NEW | United States | COM | 4,073 | 4,479 | +406 | $383,000 | $313,000 | -$70,000 | 2016-11-14 |
|---|
| Q3 2016 | PFE
PFIZER INC | United States | COM | 52,812 | 52,994 | +182 | $1,859,000 | $1,795,000 | -$64,000 | 2016-11-14 |
|---|
| Q3 2016 | MRK
MERCK & CO INC | United States | COM | 11,987 | 12,041 | +54 | $691,000 | $751,000 | +$60,000 | 2016-11-14 |
|---|
| Q3 2016 | ORCL
ORACLE CORP | United States | COM | 1,689 | 3,228 | +1,539 | $69,000 | $127,000 | +$58,000 | 2016-11-14 |
|---|
| Q3 2016 | CSX
CSX CORP | United States | COM | 6,537 | 7,449 | +912 | $170,000 | $227,000 | +$57,000 | 2016-11-14 |
|---|
| Q3 2016 | WINA
WINMARK CORP | United States | COM | 301 | 801 | +500 | $30,000 | $85,000 | +$55,000 | 2016-11-14 |
|---|
| Q3 2016 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 2,292 | 2,342 | +50 | $229,000 | $282,000 | +$53,000 | 2016-11-14 |
|---|
| Q3 2016 | GT
GOODYEAR TIRE & RUBR CO | United States | COM | 3,099 | 4,116 | +1,017 | $80,000 | $133,000 | +$53,000 | 2016-11-14 |
|---|
| Q3 2016 | HONZZZZ
HONEYWELL INTL INC | | COM | 1,672 | 2,115 | +443 | $195,000 | $247,000 | +$52,000 | 2016-11-14 |
|---|
| Q3 2016 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 3,921 | 3,923 | +2 | $583,000 | $633,000 | +$50,000 | 2016-11-14 |
|---|
| Q3 2016 | SBR
SABINE ROYALTY TR | United States | UNIT BEN INT | 6,614 | 7,359 | +745 | $221,000 | $271,000 | +$50,000 | 2016-11-14 |
|---|
| Q3 2016 | PNR
PENTAIR PLC | | SHS | 112 | 892 | +780 | $7,000 | $57,000 | +$50,000 | 2016-11-14 |
|---|
| Q3 2016 | KO
COCA COLA CO | United States | COM | 16,107 | 16,109 | +2 | $730,000 | $682,000 | -$48,000 | 2016-11-14 |
|---|
| Q3 2016 | RGLD
ROYAL GOLD INC | United States | COM | 4,377 | 4,689 | +312 | $315,000 | $363,000 | +$48,000 | 2016-11-14 |
|---|
| Q3 2016 | LMT
LOCKHEED MARTIN CORP | United States | COM | 6,859 | 6,898 | +39 | $1,702,000 | $1,654,000 | -$48,000 | 2016-11-14 |
|---|
| Q3 2016 | ADM
ARCHER DANIELS MIDLAND CO | United States | COM | 19,542 | 20,978 | +1,436 | $838,000 | $885,000 | +$47,000 | 2016-11-14 |
|---|
| Q3 2016 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,652 | 2,834 | +182 | $403,000 | $450,000 | +$47,000 | 2016-11-14 |
|---|
| Q3 2016 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 23,166 | 26,166 | +3,000 | $678,000 | $723,000 | +$45,000 | 2016-11-14 |
|---|
| Q3 2016 | PANW
PALO ALTO NETWORKS INC | United States | COM | 100 | 350 | +250 | $12,000 | $56,000 | +$44,000 | 2016-11-14 |
|---|
| Q3 2016 | EMR
EMERSON ELEC CO | United States | COM | 5,960 | 6,513 | +553 | $311,000 | $355,000 | +$44,000 | 2016-11-14 |
|---|
| Q3 2016 | COP
CONOCOPHILLIPS | United States | COM | 16,423 | 17,465 | +1,042 | $716,000 | $759,000 | +$43,000 | 2016-11-14 |
|---|
| Q3 2016 | DVA
DAVITA INC | United States | COM | 3,107 | 4,288 | +1,181 | $240,000 | $283,000 | +$43,000 | 2016-11-14 |
|---|
| Q3 2016 | BA
BOEING CO | United States | COM | 5,357 | 5,607 | +250 | $696,000 | $739,000 | +$43,000 | 2016-11-14 |
|---|
| Q3 2016 | DHR
DANAHER CORP DEL | United States | COM | 2,562 | 2,763 | +201 | $259,000 | $217,000 | -$42,000 | 2016-11-14 |
|---|
| Q3 2016 | BIIB
BIOGEN INC | United States | COM | 412 | 449 | +37 | $100,000 | $141,000 | +$41,000 | 2016-11-14 |
|---|
| Q3 2016 | ROST
ROSS STORES INC | United States | COM | 4,045 | 4,205 | +160 | $229,000 | $270,000 | +$41,000 | 2016-11-14 |
|---|
| Q3 2016 | MET
METLIFE INC | United States | COM | 6,065 | 6,365 | +300 | $242,000 | $283,000 | +$41,000 | 2016-11-14 |
|---|
| Q3 2016 | SLB
SCHLUMBERGER LTD | | COM | 8,499 | 9,061 | +562 | $672,000 | $713,000 | +$41,000 | 2016-11-14 |
|---|
| Q3 2016 | XYL
XYLEM INC | United States | COM | 5,084 | 5,085 | +1 | $227,000 | $267,000 | +$40,000 | 2016-11-14 |
|---|
| Q3 2016 | BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 19,801 | 27,729 | +7,928 | $1,456,000 | $1,495,000 | +$39,000 | 2016-11-14 |
|---|
| Q3 2016 | OLN
OLIN CORP | United States | COM PAR $1 | 10,299 | 10,655 | +356 | $256,000 | $219,000 | -$37,000 | 2016-11-14 |
|---|
| Q3 2016 | GPRO
GOPRO INC | United States | CL A | 4,600 | 5,150 | +550 | $50,000 | $86,000 | +$36,000 | 2016-11-14 |
|---|
| Q3 2016 | WMB
WILLIAMS COS INC DEL | United States | COM | 2,974 | 3,236 | +262 | $64,000 | $99,000 | +$35,000 | 2016-11-14 |
|---|
| Q3 2016 | TROW
PRICE T ROWE GROUP INC | United States | COM | 1,870 | 2,540 | +670 | $136,000 | $169,000 | +$33,000 | 2016-11-14 |
|---|
| Q3 2016 | APH
AMPHENOL CORP NEW | United States | CL A | 4,281 | 4,282 | +1 | $245,000 | $278,000 | +$33,000 | 2016-11-14 |
|---|
| Q3 2016 | VTR
VENTAS INC | United States | COM | 76,235 | 79,055 | +2,820 | $5,551,000 | $5,584,000 | +$33,000 | 2016-11-14 |
|---|
| Q3 2016 | PYPL
PAYPAL HLDGS INC | United States | COM | 4,656 | 4,928 | +272 | $170,000 | $202,000 | +$32,000 | 2016-11-14 |
|---|
| Q3 2016 | CVX
CHEVRON CORP NEW | United States | COM | 58,057 | 59,434 | +1,377 | $6,086,000 | $6,117,000 | +$31,000 | 2016-11-14 |
|---|
| Q3 2016 | EOG
EOG RES INC | United States | COM | 2,222 | 2,223 | +1 | $185,000 | $215,000 | +$30,000 | 2016-11-14 |
|---|
| Q3 2016 | GNRC
GENERAC HLDGS INC | United States | COM | 3,586 | 4,274 | +688 | $125,000 | $155,000 | +$30,000 | 2016-11-14 |
|---|
| Q3 2016 | ABBV
ABBVIE INC | United States | COM | 19,055 | 19,166 | +111 | $1,180,000 | $1,209,000 | +$29,000 | 2016-11-14 |
|---|
| Q3 2016 | APD
AIR PRODS & CHEMS INC | United States | COM | 951 | 1,083 | +132 | $135,000 | $163,000 | +$28,000 | 2016-11-14 |
|---|
| Q3 2016 | ALE
ALLETE INC | United States | COM NEW | 16,968 | 17,939 | +971 | $1,097,000 | $1,070,000 | -$27,000 | 2016-11-14 |
|---|
| Q3 2016 | SO
SOUTHERN CO | United States | COM | 28,258 | 30,055 | +1,797 | $1,515,000 | $1,542,000 | +$27,000 | 2016-11-14 |
|---|
| Q3 2016 | EXR
EXTRA SPACE STORAGE INC | United States | COM | 3,653 | 3,922 | +269 | $338,000 | $311,000 | -$27,000 | 2016-11-14 |
|---|
| Q3 2016 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 782 | 932 | +150 | $174,000 | $199,000 | +$25,000 | 2016-11-14 |
|---|
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