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HL Financial Services’s Barron's 400 ETF BFOR Stock Holding History

HL Financial Services’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-34,784
Closed -$264K – 669
2014
Q1 		$264K Buy
+34,784
New +$258K 0.01% 571

Other funds holding BFOR

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

HL Financial Services's BFOR Position: Q2 2014 in Review

HL Financial Services sold out of Barron's 400 ETF (BFOR) in Q2 2014, closing a stake of 34,784 shares — an estimated $264K sold.

HL Financial Services first reported a position in BFOR in Q1 2014 and held it in 1 quarter. The position peaked at $264K in Q1 2014. 18 funds tracked by Wall St. Rank hold BFOR as of Q2 2014.

  • HL Financial Services reported no remaining Barron's 400 ETF position as of Q2 2014 after selling out during the quarter.
  • HL Financial Services sold 34,784 Barron's 400 ETF shares in Q2 2014, an estimated $264K.
  • HL Financial Services first reported a position in Barron's 400 ETF in Q1 2014 and held it in 1 quarter.
  • HL Financial Services's Barron's 400 ETF position peaked at $264K in Q1 2014.
  • 18 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2014.

Based on HL Financial Services's 13F filing for Q2 2014, filed 1 Aug 2014.