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WFG Advisors’s Dillards DDS Stock Holding History

WFG Advisors’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-62
Closed -$6K – 2031
2013
Q4 		$6K Hold
62
– – ﹤0.01% 1702
2013
Q3 		$5K Sell
62
-2,203
-97% -$178K ﹤0.01% 1725
2013
Q2 		$186K Buy
+2,265
New +$192K 0.03% 476

Other funds holding DDS

ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AC
Axon Capital New York $69.3M AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WFG Advisors's DDS Position: Q1 2014 in Review

WFG Advisors sold out of Dillards (DDS) in Q1 2014, closing a stake of 62 shares — an estimated $6K sold.

WFG Advisors first reported a position in DDS in Q2 2013 and held it in 3 quarters. The position peaked at $186K in Q2 2013. 214 funds tracked by Wall St. Rank hold DDS as of Q1 2014.

  • WFG Advisors reported no remaining Dillards position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 62 Dillards shares in Q1 2014, an estimated $6K.
  • WFG Advisors first reported a position in Dillards in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Dillards position peaked at $186K in Q2 2013.
  • 214 funds tracked by Wall St. Rank held Dillards as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.