WA
AVG

WFG Advisors’s AVG Technologies N.V. AVG Stock Holding History

WFG Advisors’s Portfolio AVG Stock Details AVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$4K – 2128
2014
Q1 		$4K Sell
200
-72
-26% -$1.32K ﹤0.01% 1697
2013
Q4 		$5K Buy
272
+29
+12% +$564 ﹤0.01% 1775
2013
Q3 		$6K Buy
243
+200
+465% +$4.45K ﹤0.01% 1701
2013
Q2 		$1K Buy
+43
New +$713 ﹤0.01% 2043

Other funds holding AVG

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EI
Enterprise Investors New York $34.9M AUM 3.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

WFG Advisors's AVG Position: Q2 2014 in Review

WFG Advisors sold out of AVG Technologies N.V. (AVG) in Q2 2014, closing a stake of 200 shares — an estimated $4K sold.

WFG Advisors first reported a position in AVG in Q2 2013 and held it in 4 quarters. The position peaked at $6K in Q3 2013. 129 funds tracked by Wall St. Rank hold AVG as of Q2 2014.

  • WFG Advisors reported no remaining AVG Technologies N.V. position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 200 AVG Technologies N.V. shares in Q2 2014, an estimated $4K.
  • WFG Advisors first reported a position in AVG Technologies N.V. in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's AVG Technologies N.V. position peaked at $6K in Q3 2013.
  • 129 funds tracked by Wall St. Rank held AVG Technologies N.V. as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.