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Private Advisor Group’s Barron's 400 ETF BFOR Stock Holding History

Private Advisor Group’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
-1,200
Closed -$9K – 1019
2014
Q3 		$9K Buy
+1,200
New +$9.32K ﹤0.01% 1195

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

Private Advisor Group's BFOR Position: Q4 2014 in Review

Private Advisor Group sold out of Barron's 400 ETF (BFOR) in Q4 2014, closing a stake of 1,200 shares — an estimated $9K sold.

Private Advisor Group first reported a position in BFOR in Q3 2014 and held it in 1 quarter. The position peaked at $9K in Q3 2014. 21 funds tracked by Wall St. Rank hold BFOR as of Q4 2014.

  • Private Advisor Group reported no remaining Barron's 400 ETF position as of Q4 2014 after selling out during the quarter.
  • Private Advisor Group sold 1,200 Barron's 400 ETF shares in Q4 2014, an estimated $9K.
  • Private Advisor Group first reported a position in Barron's 400 ETF in Q3 2014 and held it in 1 quarter.
  • Private Advisor Group's Barron's 400 ETF position peaked at $9K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q4 2014.

Based on Private Advisor Group's 13F filing for Q4 2014, filed 17 Feb 2015.