WA
COLO

WFG Advisors’s Global X MSCI Colombia ETF COLO Stock Holding History

WFG Advisors’s Portfolio COLO Stock Details COLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-78
Closed -$6K – 2012
2014
Q1 		$6K Buy
78
+3
+4% +$201 ﹤0.01% 1587
2013
Q4 		$5K Buy
+75
New +$5.9K ﹤0.01% 1747

Other funds holding COLO

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

WFG Advisors's COLO Position: Q2 2014 in Review

WFG Advisors sold out of Global X MSCI Colombia ETF (COLO) in Q2 2014, closing a stake of 78 shares — an estimated $6K sold.

WFG Advisors first reported a position in COLO in Q4 2013 and held it in 2 quarters. The position peaked at $6K in Q1 2014. 27 funds tracked by Wall St. Rank hold COLO as of Q2 2014.

  • WFG Advisors reported no remaining Global X MSCI Colombia ETF position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 78 Global X MSCI Colombia ETF shares in Q2 2014, an estimated $6K.
  • WFG Advisors first reported a position in Global X MSCI Colombia ETF in Q4 2013 and held it in 2 quarters.
  • WFG Advisors's Global X MSCI Colombia ETF position peaked at $6K in Q1 2014.
  • 27 funds tracked by Wall St. Rank held Global X MSCI Colombia ETF as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.