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WFG Advisors’s Addus HomeCare ADUS Stock Holding History

WFG Advisors’s Portfolio ADUS Stock Details ADUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-58
Closed -$1K – 1977
2013
Q4 		$1K Buy
58
+24
+71% +$643 ﹤0.01% 2043
2013
Q3 		$1K Buy
+34
New +$763 ﹤0.01% 2002

Other funds holding ADUS

EML
Eos Management LP New York $233M AUM 24.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

WFG Advisors's ADUS Position: Q1 2014 in Review

WFG Advisors sold out of Addus HomeCare (ADUS) in Q1 2014, closing a stake of 58 shares — an estimated $1K sold.

WFG Advisors first reported a position in ADUS in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 82 funds tracked by Wall St. Rank hold ADUS as of Q1 2014.

  • WFG Advisors reported no remaining Addus HomeCare position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 58 Addus HomeCare shares in Q1 2014, an estimated $1K.
  • WFG Advisors first reported a position in Addus HomeCare in Q3 2013 and held it in 2 quarters.
  • WFG Advisors's Addus HomeCare position peaked at $1K in Q4 2013.
  • 82 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.