13F Filings History of WFG Advisors, LP

Latest 13F report
Q2 2017 - 18 Aug 2017
Value $
$441,630,000
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 1536 stock holdings with total value $441,630,000 as of Q2 2017. Top holdings included IWV, AAPL, XOM, STEW, and BX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2017 1,536 $441,630,000 +$83,067,787 -$22,891,364 +$60,176,423 IWV, AAPL, XOM, STEW, BX 13F-HR 18 Aug 2017, 15:43
Q1 2017 1,473 $374,959,000 +$51,542,900 -$99,004,000 -$47,461,100 IWV, BND, XOM, STEW, VOO 13F-HR 10 May 2017, 14:57
Q4 2016 1,538 $407,713,000 +$59,654,870 -$59,807,880 -$153,010 XOM, IWV, AAPL, YORW, T Restatement 01 Mar 2017, 15:08
Q3 2016 1,551 $401,714,000 +$41,752,522 -$19,967,237 +$21,785,285 XOM, AAPL, T, CVX, IWV 13F-HR 14 Nov 2016, 12:47
Q2 2016 1,545 $374,850,000 +$44,231,591 -$32,566,199 +$11,665,392 XOM, T, AAPL, CVX, ARTNA 13F-HR 11 Aug 2016, 16:40
Q1 2016 1,516 $345,618,000 +$30,885,338 -$27,944,735 +$2,940,603 T, XOM, AAPL, IWV, YORW 13F-HR 10 May 2016, 16:05
Q4 2015 1,551 $334,336,000 +$30,148,111 -$22,108,219 +$8,039,892 AAPL, T, XOM, BX, IWV 13F-HR 09 Feb 2016, 16:36
Q3 2015 1,590 $319,426,000 +$32,196,036 -$39,946,612 -$7,750,576 AAPL, T, BX, XOM, KMI 13F-HR 12 Nov 2015, 15:41
Q2 2015 1,644 $362,824,000 +$52,962,323 -$36,211,804 +$16,750,519 BX, KMI, AAPL, T, XOM 13F-HR 13 Aug 2015, 11:36
Q1 2015 1,735 $358,241,000 +$26,326,651 -$163,531,436 -$137,204,785 KMI, BX, XOM, T, AAPL 13F-HR 12 May 2015, 13:37
Q4 2014 2,049 $494,001,000 +$57,396,498 -$94,795,623 -$37,399,125 GIS, KMI, AAPL, XOM, ETP 13F-HR 12 Feb 2015, 12:15
Q3 2014 2,068 $524,976,000 +$33,538,866 -$29,858,229 +$3,680,637 GIS, XOM, 4945SC, AAPL, ETP 13F-HR 14 Nov 2014, 16:11
Q2 2014 1,957 $535,743,000 +$70,940,063 -$43,904,235 +$27,035,828 GIS, XOM, 4945SC, AAPL, CVX 13F-HR 12 Aug 2014, 13:36
Q1 2014 1,962 $496,624,000 +$33,292,632 -$245,563,807 -$212,271,175 GIS, XOM, 4945SC, AAPL, CVX 13F-HR 24 Apr 2014, 16:08
Q4 2013 2,212 $702,654,000 $0 $0 $0 GIS, XOM, 4945SC, MO, CVX 13F-HR 14 Feb 2014, 15:15