First Trust Advisors
WMS

First Trust Advisors’s WMS INDS INC WMS Stock Holding History

First Trust Advisors’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100,527
Closed -$2.61M – 2337
2013
Q3 		$2.61M Buy
100,527
+7,617
+8% +$196K 0.01% 1133
2013
Q2 		$2.37M Buy
+92,910
New +$2.36M 0.02% 1112

First Trust Advisors's WMS Position: Q4 2013 in Review

First Trust Advisors sold out of WMS INDS INC (WMS) in Q4 2013, closing a stake of 100,527 shares — an estimated $2.61M sold.

First Trust Advisors first reported a position in WMS in Q2 2013 and held it in 2 quarters. The position peaked at $2.61M in Q3 2013. 0 funds tracked by Wall St. Rank hold WMS as of Q4 2013.

  • First Trust Advisors reported no remaining WMS INDS INC position as of Q4 2013 after selling out during the quarter.
  • First Trust Advisors sold 100,527 WMS INDS INC shares in Q4 2013, an estimated $2.61M.
  • First Trust Advisors first reported a position in WMS INDS INC in Q2 2013 and held it in 2 quarters.
  • First Trust Advisors's WMS INDS INC position peaked at $2.61M in Q3 2013.
  • 0 funds tracked by Wall St. Rank held WMS INDS INC as of Q4 2013.

Based on First Trust Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.