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WFG Advisors’s Atomera ATOM Stock Holding History

WFG Advisors’s Portfolio ATOM Stock Details ATOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-125
Closed -$1K – 1556
2016
Q3 		$1K Buy
+125
New +$1.05K ﹤0.01% 1450

Other funds holding ATOM

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock Investment Management
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

WFG Advisors's ATOM Position: Q4 2016 in Review

WFG Advisors sold out of Atomera (ATOM) in Q4 2016, closing a stake of 125 shares — an estimated $1K sold.

WFG Advisors first reported a position in ATOM in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 9 funds tracked by Wall St. Rank hold ATOM as of Q4 2016.

  • WFG Advisors reported no remaining Atomera position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 125 Atomera shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in Atomera in Q3 2016 and held it in 1 quarter.
  • WFG Advisors's Atomera position peaked at $1K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held Atomera as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.