WA
BTF

WFG Advisors’s BOULDER TOTAL RETURN FD INC BTF Stock Holding History

WFG Advisors’s Portfolio BTF Stock Details BTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$6K – 2237
2014
Q4 		$6K Hold
200
– – ﹤0.01% 1622
2014
Q3 		$5K Hold
200
– – ﹤0.01% 1695
2014
Q2 		$5K Hold
200
– – ﹤0.01% 1677
2014
Q1 		$5K Buy
200
+100
+100% +$2.3K ﹤0.01% 1645
2013
Q4 		$2K Hold
100
– – ﹤0.01% 2031
2013
Q3 		$2K Hold
100
– – ﹤0.01% 1986
2013
Q2 		$2K Buy
+100
New +$2.13K ﹤0.01% 1899

Other funds holding BTF

CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

WFG Advisors's BTF Position: Q1 2015 in Review

WFG Advisors sold out of BOULDER TOTAL RETURN FD INC (BTF) in Q1 2015, closing a stake of 200 shares — an estimated $6K sold.

WFG Advisors first reported a position in BTF in Q2 2013 and held it in 7 quarters. The position peaked at $6K in Q4 2014. 2 funds tracked by Wall St. Rank hold BTF as of Q1 2015.

  • WFG Advisors reported no remaining BOULDER TOTAL RETURN FD INC position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 200 BOULDER TOTAL RETURN FD INC shares in Q1 2015, an estimated $6K.
  • WFG Advisors first reported a position in BOULDER TOTAL RETURN FD INC in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's BOULDER TOTAL RETURN FD INC position peaked at $6K in Q4 2014.
  • 2 funds tracked by Wall St. Rank held BOULDER TOTAL RETURN FD INC as of Q1 2015.

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