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WFG Advisors’s Consumer Portfolio Services CPSS Stock Holding History

WFG Advisors’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,416
Closed -$33K – 1812
2014
Q4 		$33K Sell
4,416
-4,700
-52% -$33.5K 0.01% 1045
2014
Q3 		$58K Hold
9,116
– – 0.01% 869
2014
Q2 		$69K Hold
9,116
– – 0.01% 790
2014
Q1 		$62K Buy
9,116
+532
+6% +$4.33K 0.01% 819
2013
Q4 		$81K Buy
8,584
+7,784
+973% +$56K 0.01% 817
2013
Q3 		$5K Buy
800
+400
+100% +$2.54K ﹤0.01% 1722
2013
Q2 		$3K Buy
+400
New +$3.45K ﹤0.01% 1765

Other funds holding CPSS

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return

WFG Advisors's CPSS Position: Q1 2015 in Review

WFG Advisors sold out of Consumer Portfolio Services (CPSS) in Q1 2015, closing a stake of 4,416 shares — an estimated $33K sold.

WFG Advisors first reported a position in CPSS in Q2 2013 and held it in 7 quarters. The position peaked at $81K in Q4 2013. 75 funds tracked by Wall St. Rank hold CPSS as of Q1 2015.

  • WFG Advisors reported no remaining Consumer Portfolio Services position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 4,416 Consumer Portfolio Services shares in Q1 2015, an estimated $33K.
  • WFG Advisors first reported a position in Consumer Portfolio Services in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Consumer Portfolio Services position peaked at $81K in Q4 2013.
  • 75 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q1 2015.

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