WA
CEB

WFG Advisors’s CEB Inc. CEB Stock Holding History

WFG Advisors’s Portfolio CEB Stock Details CEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-22
Closed -$2K – 1872
2015
Q1 		$2K Hold
22
– – ﹤0.01% 1590
2014
Q4 		$2K Hold
22
– – ﹤0.01% 1906
2014
Q3 		$1K Buy
+22
New +$1.44K ﹤0.01% 2053

Other funds holding CEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

WFG Advisors's CEB Position: Q2 2015 in Review

WFG Advisors sold out of CEB Inc. (CEB) in Q2 2015, closing a stake of 22 shares — an estimated $2K sold.

WFG Advisors first reported a position in CEB in Q3 2014 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 189 funds tracked by Wall St. Rank hold CEB as of Q2 2015.

  • WFG Advisors reported no remaining CEB Inc. position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 22 CEB Inc. shares in Q2 2015, an estimated $2K.
  • WFG Advisors first reported a position in CEB Inc. in Q3 2014 and held it in 3 quarters.
  • WFG Advisors's CEB Inc. position peaked at $2K in Q1 2015.
  • 189 funds tracked by Wall St. Rank held CEB Inc. as of Q2 2015.

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