WA
DELL

WFG Advisors’s DELL INC DELL Stock Holding History

WFG Advisors’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,510
Closed -$48K – 2416
2013
Q3 		$48K Sell
3,510
-194
-5% -$2.63K 0.01% 948
2013
Q2 		$49K Buy
+3,704
New +$50.2K 0.01% 896

Other funds holding DELL

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DSI
Daiwa SB Investments Tokyo, Japan $506M AUM 11% 1-Year Est. Return

WFG Advisors's DELL Position: Q4 2013 in Review

WFG Advisors sold out of DELL INC (DELL) in Q4 2013, closing a stake of 3,510 shares — an estimated $48K sold.

WFG Advisors first reported a position in DELL in Q2 2013 and held it in 2 quarters. The position peaked at $49K in Q2 2013. 4 funds tracked by Wall St. Rank hold DELL as of Q4 2013.

  • WFG Advisors reported no remaining DELL INC position as of Q4 2013 after selling out during the quarter.
  • WFG Advisors sold 3,510 DELL INC shares in Q4 2013, an estimated $48K.
  • WFG Advisors first reported a position in DELL INC in Q2 2013 and held it in 2 quarters.
  • WFG Advisors's DELL INC position peaked at $49K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held DELL INC as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.