MHS
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M Holdings Securities’s Barron's 400 ETF BFOR Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-13,964
Closed -$106K – 205
2014
Q3 		$106K Buy
+13,964
New +$108K 0.06% 272

Other funds holding BFOR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

M Holdings Securities's BFOR Position: Q4 2014 in Review

M Holdings Securities sold out of Barron's 400 ETF (BFOR) in Q4 2014, closing a stake of 13,964 shares — an estimated $106K sold.

M Holdings Securities first reported a position in BFOR in Q3 2014 and held it in 1 quarter. The position peaked at $106K in Q3 2014. 21 funds tracked by Wall St. Rank hold BFOR as of Q4 2014.

  • M Holdings Securities reported no remaining Barron's 400 ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 13,964 Barron's 400 ETF shares in Q4 2014, an estimated $106K.
  • M Holdings Securities first reported a position in Barron's 400 ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Barron's 400 ETF position peaked at $106K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.