WA
BAL

WFG Advisors’s iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 BAL Stock Holding History

WFG Advisors’s Portfolio BAL Stock Details BAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-3
Closed – – 2443
2013
Q4 		$0 Hold
3
– – ﹤0.01% 2440
2013
Q3 		$0 Buy
+3
New +$165 ﹤0.01% 2391

Other funds holding BAL

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFG Advisors's BAL Position: Q1 2014 in Review

WFG Advisors sold out of iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 (BAL) in Q1 2014, closing a stake of 3 shares.

WFG Advisors first reported a position in BAL in Q3 2013 and held it in 2 quarters. The position peaked at $0 in Q4 2013. 10 funds tracked by Wall St. Rank hold BAL as of Q1 2014.

  • WFG Advisors reported no remaining iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 3 iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 shares in Q1 2014.
  • WFG Advisors first reported a position in iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 in Q3 2013 and held it in 2 quarters.
  • WFG Advisors's iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 position peaked at $0 in Q4 2013.
  • 10 funds tracked by Wall St. Rank held iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.