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WFG Advisors’s Acco Brands ACCO Stock Holding History

WFG Advisors’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,316
Closed -$12K – 1751
2014
Q4 		$12K Hold
1,316
– – ﹤0.01% 1385
2014
Q3 		$9K Hold
1,316
– – ﹤0.01% 1519
2014
Q2 		$8K Buy
1,316
+1,000
+316% +$6.12K ﹤0.01% 1541
2014
Q1 		$2K Sell
316
-9
-3% -$55 ﹤0.01% 1785
2013
Q4 		$2K Sell
325
-10,000
-97% -$63.6K ﹤0.01% 1942
2013
Q3 		$69K Buy
10,325
+316
+3% +$2.17K 0.01% 812
2013
Q2 		$64K Buy
+10,009
New +$67.6K 0.01% 796

Other funds holding ACCO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

WFG Advisors's ACCO Position: Q1 2015 in Review

WFG Advisors sold out of Acco Brands (ACCO) in Q1 2015, closing a stake of 1,316 shares — an estimated $12K sold.

WFG Advisors first reported a position in ACCO in Q2 2013 and held it in 7 quarters. The position peaked at $69K in Q3 2013. 202 funds tracked by Wall St. Rank hold ACCO as of Q1 2015.

  • WFG Advisors reported no remaining Acco Brands position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 1,316 Acco Brands shares in Q1 2015, an estimated $12K.
  • WFG Advisors first reported a position in Acco Brands in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Acco Brands position peaked at $69K in Q3 2013.
  • 202 funds tracked by Wall St. Rank held Acco Brands as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.