• 13F History

WFG Advisors, LP

13F Filings History

Latest 13F report
Q2 2017 - Aug 18, 2017
Value $
$442M
Signature - Title
David Williams - President
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by WFG Advisors, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WFG Advisors, LP reported 1465 stock holdings with total value $442M as of Q2 2017. Top holdings included IWV, AAPL, XOM, STEW, and BXXXXX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2017 1,465 $442M +$84.1M -$16.2M +$67.9M IWV, AAPL, XOM, STEW, BXXXXX 13F-HR 8/18/2017, 03:43 PM
Q1 2017 1,401 $375M +$51.6M -$86M -$34.4M IWV, BND, XOM, STEW, VOO 13F-HR 5/10/2017, 02:57 PM
Q4 2016 1,469 $408M +$59.7M -$51.7M +$8.03M XOM, IWV, AAPL, YORW, T Restatement 3/1/2017, 02:08 PM
Q3 2016 1,479 $401M +$41.7M -$13.5M +$28.2M XOM, AAPL, T, CVX, IWV 13F-HR 11/14/2016, 11:47 AM
Q2 2016 1,460 $374M +$43.5M -$24.1M +$19.4M XOM, T, AAPL, CVX, ARTNA 13F-HR 8/11/2016, 04:40 PM
Q1 2016 1,433 $346M +$31M -$22M +$8.95M T, XOM, AAPL, IWV, YORW 13F-HR 5/10/2016, 04:05 PM
Q4 2015 1,470 $334M +$30.2M -$17.6M +$12.6M AAPL, T, XOM, BXXXXX, IWV 13F-HR 2/9/2016, 03:36 PM
Q3 2015 1,500 $319M +$32.2M -$26.5M +$5.71M AAPL, T, BXXXXX, XOM, KMI 13F-HR 11/12/2015, 02:41 PM
Q2 2015 1,570 $362M +$52.9M -$25.9M +$27M BXXXXX, KMI, AAPL, T, XOM 13F-HR 8/13/2015, 11:36 AM
Q1 2015 1,643 $358M +$26.3M -$144M -$118M KMI, BXXXXX, XOM, T, AAPL 13F-HR 5/12/2015, 01:37 PM
Q4 2014 1,958 $494M +$57.5M -$70.9M -$13.4M GIS, KMI, AAPL, XOM, ETPXXXX 13F-HR 2/12/2015, 11:15 AM
Q3 2014 1,969 $524M +$33.5M -$26.3M +$7.2M GIS, XOM, 4945SC, AAPL, ETPXXXX 13F-HR 11/14/2014, 03:11 PM
Q2 2014 1,887 $536M +$70.8M -$52.3M +$18.5M GIS, XOM, 4945SC, AAPL, CVX 13F-HR 8/12/2014, 01:36 PM
Q1 2014 1,869 $464M +$33.4M -$215M -$182M XOM, 4945SC, AAPL, CVX, EPD 13F-HR 4/24/2014, 04:08 PM
Q4 2013 2,096 $702M GIS, XOM, 4945SC, MO, CVX 13F-HR 2/14/2014, 02:15 PM