WA
AIQ

WFG Advisors’s Alliance Healthcare Services AIQ Stock Holding History

WFG Advisors’s Portfolio AIQ Stock Details AIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-785
Closed -$16K – 2258
2014
Q4 		$16K Hold
785
– – ﹤0.01% 1316
2014
Q3 		$18K Hold
785
– – ﹤0.01% 1329
2014
Q2 		$21K Hold
785
– – ﹤0.01% 1269
2014
Q1 		$26K Hold
785
– – 0.01% 1169
2013
Q4 		$19K Hold
785
– – ﹤0.01% 1369
2013
Q3 		$22K Buy
+785
New +$17K ﹤0.01% 1255

Other funds holding AIQ

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
HealthInvest Partners Stockholm, Sweden $372M AUM 59.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WFG Advisors's AIQ Position: Q1 2015 in Review

WFG Advisors sold out of Alliance Healthcare Services (AIQ) in Q1 2015, closing a stake of 785 shares — an estimated $16K sold.

WFG Advisors first reported a position in AIQ in Q3 2013 and held it in 6 quarters. The position peaked at $26K in Q1 2014. 68 funds tracked by Wall St. Rank hold AIQ as of Q1 2015.

  • WFG Advisors reported no remaining Alliance Healthcare Services position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 785 Alliance Healthcare Services shares in Q1 2015, an estimated $16K.
  • WFG Advisors first reported a position in Alliance Healthcare Services in Q3 2013 and held it in 6 quarters.
  • WFG Advisors's Alliance Healthcare Services position peaked at $26K in Q1 2014.
  • 68 funds tracked by Wall St. Rank held Alliance Healthcare Services as of Q1 2015.

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