EWM
WG

Edge Wealth Management’s Willbros Group WG Stock Holding History

Edge Wealth Management’s Portfolio WG Stock Details WG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-60,000
Closed -$757K – 441
2014
Q1 		$757K Buy
+60,000
New +$574K 0.32% 43

Other funds holding WG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Regiment Capital Management Boston, Massachusetts $51.5M AUM 38.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Edge Wealth Management's WG Position: Q2 2014 in Review

Edge Wealth Management sold out of Willbros Group (WG) in Q2 2014, closing a stake of 60,000 shares — an estimated $757K sold.

Edge Wealth Management first reported a position in WG in Q1 2014 and held it in 1 quarter. The position peaked at $757K in Q1 2014. 125 funds tracked by Wall St. Rank hold WG as of Q2 2014.

  • Edge Wealth Management reported no remaining Willbros Group position as of Q2 2014 after selling out during the quarter.
  • Edge Wealth Management sold 60,000 Willbros Group shares in Q2 2014, an estimated $757K.
  • Edge Wealth Management first reported a position in Willbros Group in Q1 2014 and held it in 1 quarter.
  • Edge Wealth Management's Willbros Group position peaked at $757K in Q1 2014.
  • 125 funds tracked by Wall St. Rank held Willbros Group as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.