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WFG Advisors’s Blackbaud BLKB Stock Holding History

WFG Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-39
Closed -$2K – 1672
2015
Q1 		$2K Hold
39
– – ﹤0.01% 1523
2014
Q4 		$2K Hold
39
– – ﹤0.01% 1826
2014
Q3 		$2K Buy
+39
New +$1.45K ﹤0.01% 1847

Other funds holding BLKB

Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Atlanta Capital Management
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Janus Henderson Investors US
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jackson Square Partners
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Champlain Investment Partners
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's BLKB Position: Q2 2015 in Review

WFG Advisors sold out of Blackbaud (BLKB) in Q2 2015, closing a stake of 39 shares — an estimated $2K sold.

WFG Advisors first reported a position in BLKB in Q3 2014 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 184 funds tracked by Wall St. Rank hold BLKB as of Q2 2015.

  • WFG Advisors reported no remaining Blackbaud position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 39 Blackbaud shares in Q2 2015, an estimated $2K.
  • WFG Advisors first reported a position in Blackbaud in Q3 2014 and held it in 3 quarters.
  • WFG Advisors's Blackbaud position peaked at $2K in Q1 2015.
  • 184 funds tracked by Wall St. Rank held Blackbaud as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.