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WFG Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

WFG Advisors’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-285
Closed -$6K – 2150
2013
Q2 		$6K Buy
+285
New +$6.12K ﹤0.01% 1597

Other funds holding BTAL

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

WFG Advisors's BTAL Position: Q3 2013 in Review

WFG Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2013, closing a stake of 285 shares — an estimated $6K sold.

WFG Advisors first reported a position in BTAL in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 5 funds tracked by Wall St. Rank hold BTAL as of Q3 2013.

  • WFG Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2013 after selling out during the quarter.
  • WFG Advisors sold 285 AGF US Market Neutral Anti-Beta Fund shares in Q3 2013, an estimated $6K.
  • WFG Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2013 and held it in 1 quarter.
  • WFG Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $6K in Q2 2013.
  • 5 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.