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WFG Advisors’s Santander BSBR Stock Holding History

WFG Advisors’s Portfolio BSBR Stock Details BSBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-10,440
Closed -$50K – 1788
2014
Q4 		$50K Hold
10,440
– – 0.01% 882
2014
Q3 		$65K Hold
10,440
– – 0.01% 820
2014
Q2 		$69K Hold
10,440
– – 0.01% 789
2014
Q1 		$56K Buy
10,440
+9,991
+2,225% +$48.7K 0.01% 863
2013
Q4 		$3K Hold
449
– – ﹤0.01% 1861
2013
Q3 		$3K Hold
449
– – ﹤0.01% 1827
2013
Q2 		$3K Buy
+449
New +$3.04K ﹤0.01% 1763

Other funds holding BSBR

GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WFG Advisors's BSBR Position: Q1 2015 in Review

WFG Advisors sold out of Santander (BSBR) in Q1 2015, closing a stake of 10,440 shares — an estimated $50K sold.

WFG Advisors first reported a position in BSBR in Q2 2013 and held it in 7 quarters. The position peaked at $69K in Q2 2014. 76 funds tracked by Wall St. Rank hold BSBR as of Q1 2015.

  • WFG Advisors reported no remaining Santander position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 10,440 Santander shares in Q1 2015, an estimated $50K.
  • WFG Advisors first reported a position in Santander in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Santander position peaked at $69K in Q2 2014.
  • 76 funds tracked by Wall St. Rank held Santander as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.