LPL Financial
WG

LPL Financial’s Willbros Group WG Stock Holding History

LPL Financial’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
2016
Q4 		– Sell
-15,485
Closed -$29K – 2831
2016
Q3 		$29K Hold
15,485
– – ﹤0.01% 2597
2016
Q2 		$39K Sell
15,485
-15,485
-50% -$42.8K ﹤0.01% 2572
2016
Q1 		$64K Hold
30,970
– – ﹤0.01% 2982
2015
Q4 		$93K Buy
30,970
+15,485
+100% +$37.5K ﹤0.01% 2994
2015
Q3 		$29K Buy
+15,485
New +$16.2K ﹤0.01% 2741

Other funds holding WG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

LPL Financial's WG Position: Q4 2016 in Review

LPL Financial sold out of Willbros Group (WG) in Q4 2016, closing a stake of 15,485 shares — an estimated $29K sold.

LPL Financial first reported a position in WG in Q3 2015 and held it in 5 quarters. The position peaked at $93K in Q4 2015. 76 funds tracked by Wall St. Rank hold WG as of Q4 2016.

  • LPL Financial reported no remaining Willbros Group position as of Q4 2016 after selling out during the quarter.
  • LPL Financial sold 15,485 Willbros Group shares in Q4 2016, an estimated $29K.
  • LPL Financial first reported a position in Willbros Group in Q3 2015 and held it in 5 quarters.
  • LPL Financial's Willbros Group position peaked at $93K in Q4 2015.
  • 76 funds tracked by Wall St. Rank held Willbros Group as of Q4 2016.

Based on LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.