WA
ASP

WFG Advisors’s AMERN STRATEGIC INCOME PORTFOL ASP Stock Holding History

WFG Advisors’s Portfolio ASP Stock Details ASP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-600
Closed -$6K – 2229
2014
Q2 		$6K Hold
600
– – ﹤0.01% 1641
2014
Q1 		$6K Hold
600
– – ﹤0.01% 1607
2013
Q4 		$5K Buy
600
+200
+50% +$1.93K ﹤0.01% 1781
2013
Q3 		$4K Buy
+400
New +$3.92K ﹤0.01% 1817

WFG Advisors's ASP Position: Q3 2014 in Review

WFG Advisors sold out of AMERN STRATEGIC INCOME PORTFOL (ASP) in Q3 2014, closing a stake of 600 shares — an estimated $6K sold.

WFG Advisors first reported a position in ASP in Q3 2013 and held it in 4 quarters. The position peaked at $6K in Q2 2014. 0 funds tracked by Wall St. Rank hold ASP as of Q3 2014.

  • WFG Advisors reported no remaining AMERN STRATEGIC INCOME PORTFOL position as of Q3 2014 after selling out during the quarter.
  • WFG Advisors sold 600 AMERN STRATEGIC INCOME PORTFOL shares in Q3 2014, an estimated $6K.
  • WFG Advisors first reported a position in AMERN STRATEGIC INCOME PORTFOL in Q3 2013 and held it in 4 quarters.
  • WFG Advisors's AMERN STRATEGIC INCOME PORTFOL position peaked at $6K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held AMERN STRATEGIC INCOME PORTFOL as of Q3 2014.

Based on WFG Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.