WFG Advisors’s Air Lease Corp AL Stock Holding History

WFG Advisors’s Portfolio AL Stock Details AL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-2,107	Closed	-$72K	–	1759
2014 Q4	$72K	Sell	2,107 -234	-10%	-$8.23K	0.01%	744
2014 Q3	$76K	Buy	2,341 +590	+34%	+$21.5K	0.01%	760
2014 Q2	$68K	Buy	+1,751	New	+$67K	0.01%	795

Other funds holding AL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

OCM

Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

WFG Advisors's AL Position: Q1 2015 in Review

WFG Advisors sold out of Air Lease Corp (AL) in Q1 2015, closing a stake of 2,107 shares — an estimated $72K sold.

WFG Advisors first reported a position in AL in Q2 2014 and held it in 3 quarters. The position peaked at $76K in Q3 2014. 219 funds tracked by Wall St. Rank hold AL as of Q1 2015.

WFG Advisors reported no remaining Air Lease Corp position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 2,107 Air Lease Corp shares in Q1 2015, an estimated $72K.
WFG Advisors first reported a position in Air Lease Corp in Q2 2014 and held it in 3 quarters.
WFG Advisors's Air Lease Corp position peaked at $76K in Q3 2014.
219 funds tracked by Wall St. Rank held Air Lease Corp as of Q1 2015.

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