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.
- Q2 2016: Stock BSX; Country of operation United States; Class COM; Shares before 48,200.
- Q2 2016: Stock JNJ; Country of operation United States; Class COM; Shares before 39,405.
- Q2 2016: Stock ARTNA; Country of operation United States; Class CL A; Shares before 162,570.
- Q2 2016: Stock XOMXXXX; Country of operation —; Class COM; Shares before 92,815.
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 |
|---|
| Q2 2016 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 48,200 | 142,480 | +94,280 | $907,000 | $3,330,000 | +$2,423,000 | 2016-08-11 |
|---|
| Q2 2016 | JNJ
JOHNSON & JOHNSON | United States | COM | 39,405 | 46,267 | +6,862 | $4,264,000 | $5,612,000 | +$1,348,000 | 2016-08-11 |
|---|
| Q2 2016 | ARTNA
ARTESIAN RESOURCES CORP | United States | CL A | 162,570 | 172,206 | +9,636 | $4,545,000 | $5,841,000 | +$1,296,000 | 2016-08-11 |
|---|
| Q2 2016 | XOMXXXX
EXXON MOBIL CORP | | COM | 92,815 | 94,969 | +2,154 | $7,758,000 | $8,902,000 | +$1,144,000 | 2016-08-11 |
|---|
| Q2 2016 | CVX
CHEVRON CORP NEW | United States | COM | 53,989 | 58,057 | +4,068 | $5,151,000 | $6,086,000 | +$935,000 | 2016-08-11 |
|---|
| Q2 2016 | D
DOMINION RES INC VA NEW | United States | COM | 4,332 | 14,846 | +10,514 | $325,000 | $1,157,000 | +$832,000 | 2016-08-11 |
|---|
| Q2 2016 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 17,331 | 22,621 | +5,290 | $2,459,000 | $3,275,000 | +$816,000 | 2016-08-11 |
|---|
| Q2 2016 | BDX
BECTON DICKINSON & CO | United States | COM | 4,468 | 7,891 | +3,423 | $678,000 | $1,338,000 | +$660,000 | 2016-08-11 |
|---|
| Q2 2016 | PG
PROCTER & GAMBLE CO | United States | COM | 21,588 | 28,384 | +6,796 | $1,777,000 | $2,403,000 | +$626,000 | 2016-08-11 |
|---|
| Q2 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 15,154 | 28,653 | +13,499 | $733,000 | $1,356,000 | +$623,000 | 2016-08-11 |
|---|
| Q2 2016 | MWA
MUELLER WTR PRODS INC | United States | COM SER A | 15,056 | 61,150 | +46,094 | $149,000 | $698,000 | +$549,000 | 2016-08-11 |
|---|
| Q2 2016 | GIS
GENERAL MLS INC | United States | COM | 39,126 | 40,180 | +1,054 | $2,479,000 | $2,866,000 | +$387,000 | 2016-08-11 |
|---|
| Q2 2016 | AAPL
APPLE INC | United States | COM | 63,560 | 75,931 | +12,371 | $6,927,000 | $7,259,000 | +$332,000 | 2016-08-11 |
|---|
| Q2 2016 | PFE
PFIZER INC | United States | COM | 52,224 | 52,812 | +588 | $1,548,000 | $1,859,000 | +$311,000 | 2016-08-11 |
|---|
| Q2 2016 | O
REALTY INCOME CORP | United States | COM | 23,940 | 25,939 | +1,999 | $1,496,000 | $1,799,000 | +$303,000 | 2016-08-11 |
|---|
| Q2 2016 | RGLD
ROYAL GOLD INC | United States | COM | 500 | 4,377 | +3,877 | $26,000 | $315,000 | +$289,000 | 2016-08-11 |
|---|
| Q2 2016 | AMZN
AMAZON COM INC | United States | COM | 996 | 1,212 | +216 | $591,000 | $867,000 | +$276,000 | 2016-08-11 |
|---|
| Q2 2016 | BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 18,838 | 19,801 | +963 | $1,203,000 | $1,456,000 | +$253,000 | 2016-08-11 |
|---|
| Q2 2016 | ZBH
ZIMMER BIOMET HLDGS INC | United States | COM | 10 | 1,997 | +1,987 | $1,000 | $240,000 | +$239,000 | 2016-08-11 |
|---|
| Q2 2016 | PEP
PEPSICO INC | United States | COM | 5,970 | 7,986 | +2,016 | $612,000 | $846,000 | +$234,000 | 2016-08-11 |
|---|
| Q2 2016 | DIS
DISNEY WALT CO | United States | COM DISNEY | 12,390 | 14,965 | +2,575 | $1,230,000 | $1,464,000 | +$234,000 | 2016-08-11 |
|---|
| Q2 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 559 | 935 | +376 | $417,000 | $647,000 | +$230,000 | 2016-08-11 |
|---|
| Q2 2016 | HTO
SJW CORP | United States | COM | 14,116 | 18,361 | +4,245 | $513,000 | $723,000 | +$210,000 | 2016-08-11 |
|---|
| Q2 2016 | WMT
WAL-MART STORES INC | United States | COM | 30,918 | 31,793 | +875 | $2,118,000 | $2,322,000 | +$204,000 | 2016-08-11 |
|---|
| Q2 2016 | CSCO
CISCO SYS INC | United States | COM | 40,195 | 46,939 | +6,744 | $1,144,000 | $1,347,000 | +$203,000 | 2016-08-11 |
|---|
| Q2 2016 | META
FACEBOOK INC | United States | CL A | 8,504 | 10,240 | +1,736 | $970,000 | $1,170,000 | +$200,000 | 2016-08-11 |
|---|
| Q2 2016 | MO
ALTRIA GROUP INC | United States | COM | 31,133 | 31,149 | +16 | $1,951,000 | $2,148,000 | +$197,000 | 2016-08-11 |
|---|
| Q2 2016 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 36,044 | 38,373 | +2,329 | $1,949,000 | $2,143,000 | +$194,000 | 2016-08-11 |
|---|
| Q2 2016 | FNV
FRANCO NEVADA CORP | | COM | 4,170 | 5,702 | +1,532 | $256,000 | $434,000 | +$178,000 | 2016-08-11 |
|---|
| Q2 2016 | PSEC
PROSPECT CAPITAL CORPORATION | United States | COM | 129,279 | 141,661 | +12,382 | $940,000 | $1,108,000 | +$168,000 | 2016-08-11 |
|---|
| Q2 2016 | SJM
SMUCKER J M CO | United States | COM NEW | 6,767 | 6,859 | +92 | $879,000 | $1,045,000 | +$166,000 | 2016-08-11 |
|---|
| Q2 2016 | ALL
ALLSTATE CORP | United States | COM | 530 | 2,833 | +2,303 | $36,000 | $198,000 | +$162,000 | 2016-08-11 |
|---|
| Q2 2016 | NG
NOVAGOLD RES INC | | COM NEW | 73,900 | 85,600 | +11,700 | $372,000 | $524,000 | +$152,000 | 2016-08-11 |
|---|
| Q2 2016 | BAC
BANK AMER CORP | United States | COM | 38,378 | 50,326 | +11,948 | $519,000 | $668,000 | +$149,000 | 2016-08-11 |
|---|
| Q2 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 556 | 814 | +258 | $424,000 | $573,000 | +$149,000 | 2016-08-11 |
|---|
| Q2 2016 | SLV
ISHARES SILVER TRUST | United States | ISHARES | 6,970 | 14,005 | +7,035 | $102,000 | $250,000 | +$148,000 | 2016-08-11 |
|---|
| Q2 2016 | INTC
INTEL CORP | United States | COM | 64,020 | 67,512 | +3,492 | $2,071,000 | $2,214,000 | +$143,000 | 2016-08-11 |
|---|
| Q2 2016 | SO
SOUTHERN CO | United States | COM | 26,569 | 28,258 | +1,689 | $1,374,000 | $1,515,000 | +$141,000 | 2016-08-11 |
|---|
| Q2 2016 | ADM
ARCHER DANIELS MIDLAND CO | United States | COM | 19,211 | 19,542 | +331 | $698,000 | $838,000 | +$140,000 | 2016-08-11 |
|---|
| Q2 2016 | PBA
PEMBINA PIPELINE CORP | | COM | 37,592 | 37,948 | +356 | $1,014,000 | $1,151,000 | +$137,000 | 2016-08-11 |
|---|
| Q2 2016 | UNP
UNION PAC CORP | United States | COM | 8,629 | 9,414 | +785 | $686,000 | $821,000 | +$135,000 | 2016-08-11 |
|---|
| Q2 2016 | HD
HOME DEPOT INC | United States | COM | 9,488 | 10,971 | +1,483 | $1,266,000 | $1,401,000 | +$135,000 | 2016-08-11 |
|---|
| Q2 2016 | AAL
AMERICAN AIRLS GROUP INC | United States | COM | 2,220 | 7,888 | +5,668 | $91,000 | $223,000 | +$132,000 | 2016-08-11 |
|---|
| Q2 2016 | UAA
UNDER ARMOUR INC | United States | CL A | 355 | 3,816 | +3,461 | $30,000 | $153,000 | +$123,000 | 2016-08-11 |
|---|
| Q2 2016 | TRV
TRAVELERS COMPANIES INC | United States | COM | 13,114 | 13,857 | +743 | $1,531,000 | $1,650,000 | +$119,000 | 2016-08-11 |
|---|
| Q2 2016 | SBUX
STARBUCKS CORP | United States | COM | 14,275 | 16,989 | +2,714 | $852,000 | $970,000 | +$118,000 | 2016-08-11 |
|---|
| Q2 2016 | CWT
CALIFORNIA WTR SVC GROUP | United States | COM | 5,831 | 7,616 | +1,785 | $156,000 | $266,000 | +$110,000 | 2016-08-11 |
|---|
| Q2 2016 | ABBV
ABBVIE INC | United States | COM | 18,729 | 19,055 | +326 | $1,070,000 | $1,180,000 | +$110,000 | 2016-08-11 |
|---|
| Q2 2016 | CMCSA
COMCAST CORP NEW | United States | CL A | 4,880 | 6,020 | +1,140 | $298,000 | $392,000 | +$94,000 | 2016-08-11 |
|---|
| Q2 2016 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 3,136 | 3,921 | +785 | $492,000 | $583,000 | +$91,000 | 2016-08-11 |
|---|
| Q2 2016 | NEE
NEXTERA ENERGY INC | United States | COM | 5,951 | 6,095 | +144 | $704,000 | $795,000 | +$91,000 | 2016-08-11 |
|---|
| Q2 2016 | MET
METLIFE INC | United States | COM | 3,465 | 6,065 | +2,600 | $152,000 | $242,000 | +$90,000 | 2016-08-11 |
|---|
| Q2 2016 | MRK
MERCK & CO INC | United States | COM | 11,361 | 11,987 | +626 | $601,000 | $691,000 | +$90,000 | 2016-08-11 |
|---|
| Q2 2016 | WM
WASTE MGMT INC DEL | United States | COM | 10,341 | 10,536 | +195 | $610,000 | $698,000 | +$88,000 | 2016-08-11 |
|---|
| Q2 2016 | CCI
CROWN CASTLE INTL CORP NEW | United States | COM | 2,435 | 2,936 | +501 | $211,000 | $298,000 | +$87,000 | 2016-08-11 |
|---|
| Q2 2016 | CL
COLGATE PALMOLIVE CO | United States | COM | 12,290 | 13,045 | +755 | $868,000 | $955,000 | +$87,000 | 2016-08-11 |
|---|
| Q2 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 16,206 | 16,854 | +648 | $960,000 | $1,047,000 | +$87,000 | 2016-08-11 |
|---|
| Q2 2016 | MRSH
MARSH & MCLENNAN COS INC | United States | COM | 4,489 | 5,185 | +696 | $273,000 | $355,000 | +$82,000 | 2016-08-11 |
|---|
| Q2 2016 | QCOM
QUALCOMM INC | United States | COM | 3,015 | 4,389 | +1,374 | $154,000 | $235,000 | +$81,000 | 2016-08-11 |
|---|
| Q2 2016 | OLN
OLIN CORP | United States | COM PAR $1 | 10,060 | 10,299 | +239 | $175,000 | $256,000 | +$81,000 | 2016-08-11 |
|---|
| Q2 2016 | HAL
HALLIBURTON CO | United States | COM | 4,361 | 5,208 | +847 | $156,000 | $236,000 | +$80,000 | 2016-08-11 |
|---|
| Q2 2016 | SLB
SCHLUMBERGER LTD | | COM | 8,025 | 8,499 | +474 | $592,000 | $672,000 | +$80,000 | 2016-08-11 |
|---|
| Q2 2016 | CLX
CLOROX CO DEL | United States | COM | 2,315 | 2,673 | +358 | $292,000 | $370,000 | +$78,000 | 2016-08-11 |
|---|
| Q2 2016 | DG
DOLLAR GEN CORP NEW | United States | COM | 3,570 | 4,073 | +503 | $306,000 | $383,000 | +$77,000 | 2016-08-11 |
|---|
| Q2 2016 | CCJ
CAMECO CORP | | COM | 1,261 | 7,917 | +6,656 | $16,000 | $87,000 | +$71,000 | 2016-08-11 |
|---|
| Q2 2016 | SPG
SIMON PPTY GROUP INC NEW | United States | COM | 2,810 | 3,013 | +203 | $584,000 | $654,000 | +$70,000 | 2016-08-11 |
|---|
| Q2 2016 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 1,812 | 2,292 | +480 | $160,000 | $229,000 | +$69,000 | 2016-08-11 |
|---|
| Q2 2016 | XYL
XYLEM INC | United States | COM | 3,883 | 5,084 | +1,201 | $159,000 | $227,000 | +$68,000 | 2016-08-11 |
|---|
| Q2 2016 | PM
PHILIP MORRIS INTL INC | United States | COM | 15,830 | 15,912 | +82 | $1,553,000 | $1,619,000 | +$66,000 | 2016-08-11 |
|---|
| Q2 2016 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 1,554 | 2,162 | +608 | $179,000 | $245,000 | +$66,000 | 2016-08-11 |
|---|
| Q2 2016 | MAIN
MAIN STREET CAPITAL CORP | United States | COM | 1,700 | 3,600 | +1,900 | $53,000 | $118,000 | +$65,000 | 2016-08-11 |
|---|
| Q2 2016 | HONZZZZ
HONEYWELL INTL INC | | COM | 1,170 | 1,672 | +502 | $131,000 | $195,000 | +$64,000 | 2016-08-11 |
|---|
| Q2 2016 | KSS
KOHLS CORP | United States | COM | 7,896 | 11,395 | +3,499 | $368,000 | $432,000 | +$64,000 | 2016-08-11 |
|---|
| Q2 2016 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 2,033 | 2,571 | +538 | $214,000 | $277,000 | +$63,000 | 2016-08-11 |
|---|
| Q2 2016 | CTAS
CINTAS CORP | United States | COM | 2,983 | 3,312 | +329 | $268,000 | $325,000 | +$57,000 | 2016-08-11 |
|---|
| Q2 2016 | WDC
WESTERN DIGITAL CORP | United States | COM | 2,071 | 3,256 | +1,185 | $98,000 | $154,000 | +$56,000 | 2016-08-11 |
|---|
| Q2 2016 | DHR
DANAHER CORP DEL | United States | COM | 2,146 | 2,562 | +416 | $204,000 | $259,000 | +$55,000 | 2016-08-11 |
|---|
| Q2 2016 | OKE
ONEOK INC NEW | United States | COM | 2,859 | 2,947 | +88 | $85,000 | $140,000 | +$55,000 | 2016-08-11 |
|---|
| Q2 2016 | CF
CF INDS HLDGS INC | United States | COM | 972 | 3,522 | +2,550 | $30,000 | $85,000 | +$55,000 | 2016-08-11 |
|---|
| Q2 2016 | SBR
SABINE ROYALTY TR | United States | UNIT BEN INT | 5,602 | 6,614 | +1,012 | $166,000 | $221,000 | +$55,000 | 2016-08-11 |
|---|
| Q2 2016 | DVA
DAVITA HEALTHCARE PARTNERS I | United States | COM | 2,539 | 3,107 | +568 | $186,000 | $240,000 | +$54,000 | 2016-08-11 |
|---|
| Q2 2016 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 5,461 | 5,894 | +433 | $490,000 | $542,000 | +$52,000 | 2016-08-11 |
|---|
| Q2 2016 | V
VISA INC | United States | COM CL A | 23,282 | 24,688 | +1,406 | $1,781,000 | $1,831,000 | +$50,000 | 2016-08-11 |
|---|
| Q2 2016 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 9,519 | 9,521 | +2 | $768,000 | $817,000 | +$49,000 | 2016-08-11 |
|---|
| Q2 2016 | BFB
BROWN FORMAN CORP | | CL B | 1,793 | 2,247 | +454 | $177,000 | $224,000 | +$47,000 | 2016-08-11 |
|---|
| Q2 2016 | AWK
AMERICAN WTR WKS CO INC NEW | United States | COM | 2,674 | 2,708 | +34 | $184,000 | $229,000 | +$45,000 | 2016-08-11 |
|---|
| Q2 2016 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 513 | 533 | +20 | $308,000 | $353,000 | +$45,000 | 2016-08-11 |
|---|
| Q2 2016 | MCHP
MICROCHIP TECHNOLOGY INC | United States | COM | 8,936 | 9,383 | +447 | $431,000 | $476,000 | +$45,000 | 2016-08-11 |
|---|
| Q2 2016 | GPN
GLOBAL PMTS INC | United States | COM | 80 | 680 | +600 | $5,000 | $49,000 | +$44,000 | 2016-08-11 |
|---|
| Q2 2016 | MIDD
MIDDLEBY CORP | United States | COM | 1,485 | 1,754 | +269 | $159,000 | $202,000 | +$43,000 | 2016-08-11 |
|---|
| Q2 2016 | LPLA
LPL FINL HLDGS INC | United States | COM | 3,532 | 5,758 | +2,226 | $88,000 | $130,000 | +$42,000 | 2016-08-11 |
|---|
| Q2 2016 | NWL
NEWELL BRANDS INC | United States | COM | 477 | 1,294 | +817 | $21,000 | $63,000 | +$42,000 | 2016-08-11 |
|---|
| Q2 2016 | ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 499 | 618 | +119 | $117,000 | $158,000 | +$41,000 | 2016-08-11 |
|---|
| Q2 2016 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 671 | 782 | +111 | $133,000 | $174,000 | +$41,000 | 2016-08-11 |
|---|
| Q2 2016 | KMB
KIMBERLY CLARK CORP | United States | COM | 8,916 | 9,005 | +89 | $1,199,000 | $1,238,000 | +$39,000 | 2016-08-11 |
|---|
| Q2 2016 | COR
AMERISOURCEBERGEN CORP | United States | COM | 81 | 569 | +488 | $7,000 | $45,000 | +$38,000 | 2016-08-11 |
|---|
| Q2 2016 | AXP
AMERICAN EXPRESS CO | United States | COM | 904 | 1,517 | +613 | $55,000 | $92,000 | +$37,000 | 2016-08-11 |
|---|
| Q2 2016 | NKE
NIKE INC | United States | CL B | 9,669 | 11,440 | +1,771 | $594,000 | $631,000 | +$37,000 | 2016-08-11 |
|---|
| Q2 2016 | ED
CONSOLIDATED EDISON INC | United States | COM | 454 | 888 | +434 | $35,000 | $71,000 | +$36,000 | 2016-08-11 |
|---|
| Q2 2016 | PEG
PUBLIC SVC ENTERPRISE GROUP | United States | COM | 26,315 | 27,370 | +1,055 | $1,240,000 | $1,276,000 | +$36,000 | 2016-08-11 |
|---|
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