WA
AGIG

WFG Advisors’s Abundia Global Impact Group AGIG Stock Holding History

WFG Advisors’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-80
Closed -$3K – 2148
2014
Q3 		$3K Hold
80
– – ﹤0.01% 1791
2014
Q2 		$5K Hold
80
– – ﹤0.01% 1660
2014
Q1 		$6K Sell
80
-240
-75% -$12.4K ﹤0.01% 1589
2013
Q4 		$10K Hold
320
– – ﹤0.01% 1575
2013
Q3 		$12K Hold
320
– – ﹤0.01% 1456
2013
Q2 		$11K Buy
+320
New +$10.2K ﹤0.01% 1415

Other funds holding AGIG

BCA
Benchmark Capital Advisors New York $101M AUM 0.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CI
Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's AGIG Position: Q4 2014 in Review

WFG Advisors sold out of Abundia Global Impact Group (AGIG) in Q4 2014, closing a stake of 80 shares — an estimated $3K sold.

WFG Advisors first reported a position in AGIG in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q3 2013. 20 funds tracked by Wall St. Rank hold AGIG as of Q4 2014.

  • WFG Advisors reported no remaining Abundia Global Impact Group position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 80 Abundia Global Impact Group shares in Q4 2014, an estimated $3K.
  • WFG Advisors first reported a position in Abundia Global Impact Group in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Abundia Global Impact Group position peaked at $12K in Q3 2013.
  • 20 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.