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 BGS; Country of operation United States; Class COM; Shares before 221.
- Q2 2016: Stock ENR; Country of operation United States; Class COM; Shares before 258.
- Q2 2016: Stock DTE; Country of operation United States; Class COM; Shares before 257.
- Q2 2016: Stock SRE; Country of operation United States; Class COM; Shares before 309.
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 | BGS
B & G FOODS INC NEW | United States | COM | 221 | 224 | +3 | $8,000 | $11,000 | +$3,000 | 2016-08-11 |
|---|
| Q2 2016 | ENR
ENERGIZER HLDGS INC NEW | United States | COM | 258 | 259 | +1 | $10,000 | $13,000 | +$3,000 | 2016-08-11 |
|---|
| Q2 2016 | DTE
DTE ENERGY CO | United States | COM | 257 | 260 | +3 | $23,000 | $26,000 | +$3,000 | 2016-08-11 |
|---|
| Q2 2016 | SRE
SEMPRA ENERGY | United States | COM | 309 | 311 | +2 | $32,000 | $35,000 | +$3,000 | 2016-08-11 |
|---|
| Q2 2016 | JKHY
HENRY JACK & ASSOC INC | United States | COM | 490 | 492 | +2 | $41,000 | $43,000 | +$2,000 | 2016-08-11 |
|---|
| Q2 2016 | IBKR
INTERACTIVE BROKERS GROUP IN | United States | COM | 585 | 586 | +1 | $23,000 | $21,000 | -$2,000 | 2016-08-11 |
|---|
| Q2 2016 | PH
PARKER HANNIFIN CORP | United States | COM | 592 | 593 | +1 | $66,000 | $64,000 | -$2,000 | 2016-08-11 |
|---|
| Q2 2016 | NUE
NUCOR CORP | United States | COM | 755 | 760 | +5 | $36,000 | $38,000 | +$2,000 | 2016-08-11 |
|---|
| Q2 2016 | NGL
NGL ENERGY PARTNERS LP | United States | COM UNIT REPST | 220 | 226 | +6 | $2,000 | $4,000 | +$2,000 | 2016-08-11 |
|---|
| Q2 2016 | AVB
AVALONBAY CMNTYS INC | United States | COM | 229 | 230 | +1 | $44,000 | $42,000 | -$2,000 | 2016-08-11 |
|---|
| Q2 2016 | CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 247 | 295 | +48 | $15,000 | $17,000 | +$2,000 | 2016-08-11 |
|---|
| Q2 2016 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 312 | 313 | +1 | $31,000 | $33,000 | +$2,000 | 2016-08-11 |
|---|
| Q2 2016 | FAST
FASTENAL CO | United States | COM | 386 | 388 | +2 | $19,000 | $17,000 | -$2,000 | 2016-08-11 |
|---|
| Q2 2016 | EXC
EXELON CORP | United States | COM | 1,710 | 1,726 | +16 | $61,000 | $63,000 | +$2,000 | 2016-08-11 |
|---|
| Q2 2016 | GT
GOODYEAR TIRE & RUBR CO | United States | COM | 2,407 | 3,099 | +692 | $79,000 | $80,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | R
RYDER SYS INC | United States | COM | 88 | 89 | +1 | $6,000 | $5,000 | -$1,000 | 2016-08-11 |
|---|
| Q2 2016 | GPC
GENUINE PARTS CO | United States | COM | 451 | 453 | +2 | $45,000 | $46,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | ACH
OWENS & MINOR INC NEW | United States | COM | 473 | 476 | +3 | $19,000 | $18,000 | -$1,000 | 2016-08-11 |
|---|
| Q2 2016 | USB
US BANCORP DEL | United States | COM NEW | 4,873 | 4,886 | +13 | $198,000 | $197,000 | -$1,000 | 2016-08-11 |
|---|
| Q2 2016 | IBOC
INTERNATIONAL BANCSHARES COR | United States | COM | 539 | 545 | +6 | $13,000 | $14,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | HUM
HUMANA INC | United States | COM | 533 | 545 | +12 | $97,000 | $98,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | BRO
BROWN & BROWN INC | United States | COM | 550 | 552 | +2 | $20,000 | $21,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | HPQ
HP INC | United States | COM | 6,619 | 6,621 | +2 | $82,000 | $83,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | SWKS
SKYWORKS SOLUTIONS INC | United States | COM | 953 | 1,153 | +200 | $74,000 | $73,000 | -$1,000 | 2016-08-11 |
|---|
| Q2 2016 | THG
HANOVER INS GROUP INC | United States | COM | 169 | 170 | +1 | $15,000 | $14,000 | -$1,000 | 2016-08-11 |
|---|
| Q2 2016 | ETR
ENTERGY CORP NEW | United States | COM | 193 | 195 | +2 | $15,000 | $16,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | KIM
KIMCO RLTY CORP | United States | COM | 206 | 208 | +2 | $6,000 | $7,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | VET
VERMILION ENERGY INC | | COM | 360 | 366 | +6 | $11,000 | $12,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | NDAQ
NASDAQ INC | United States | COM | 374 | 376 | +2 | $25,000 | $24,000 | -$1,000 | 2016-08-11 |
|---|
| Q2 2016 | BSM
BLACK STONE MINERALS L P | United States | COM UNIT | 105 | 107 | +2 | $1,000 | $2,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | ET
ENERGY TRANSFER EQUITY L P | United States | COM UT LTD PTN | 107 | 110 | +3 | $1,000 | $2,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | EXP
EAGLE MATERIALS INC | United States | COM | 130 | 131 | +1 | $9,000 | $10,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | SCI
SERVICE CORP INTL | United States | COM | 136 | 137 | +1 | $3,000 | $4,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | TSN
TYSON FOODS INC | United States | CL A | 1,685 | 1,686 | +1 | $112,000 | $113,000 | +$1,000 | 2016-08-11 |
|---|
| Q2 2016 | ALLE
ALLEGION PUB LTD CO | Ireland | ORD SHS | 34 | 35 | +1 | $2,000 | $2,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | MEOH
METHANEX CORP | | COM | 54 | 55 | +1 | $2,000 | $2,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | UBSI
UNITED BANKSHARES INC WEST V | United States | COM | 79 | 80 | +1 | $3,000 | $3,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | GAB
GABELLI EQUITY TR INC | United States | COM | 1,303 | 1,326 | +23 | $7,000 | $7,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | ATR
APTARGROUP INC | United States | COM | 597 | 599 | +2 | $47,000 | $47,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | BEP
BROOKFIELD RENEWABLE PARTNER | | PARTNERSHIP UNIT | 211 | 214 | +3 | $6,000 | $6,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | CRS
CARPENTER TECHNOLOGY CORP | United States | COM | 213 | 214 | +1 | $7,000 | $7,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | PPC
PILGRIMS PRIDE CORP NEW | United States | COM | 233 | 237 | +4 | $6,000 | $6,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | RGP
RESOURCES CONNECTION INC | United States | COM | 325 | 327 | +2 | $5,000 | $5,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | OMC
OMNICOM GROUP INC | United States | COM | 386 | 388 | +2 | $32,000 | $32,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | MYD
BLACKROCK MUNIYIELD FD INC | United States | COM | 429 | 436 | +7 | $7,000 | $7,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | ALEX
ALEXANDER & BALDWIN INC NEW | United States | COM | 131 | 132 | +1 | $5,000 | $5,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | HUN
HUNTSMAN CORP | United States | COM | 133 | 134 | +1 | $2,000 | $2,000 | $0 | 2016-08-11 |
|---|
| Q2 2016 | CUBE
CUBESMART | United States | COM | 160 | 161 | +1 | $5,000 | $5,000 | $0 | 2016-08-11 |
|---|
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