WA
DLBS

WFG Advisors’s iPath US Treasury Long Bond Bear ETN DLBS Stock Holding History

WFG Advisors’s Portfolio DLBS Stock Details DLBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-57
Closed -$2K – 2303
2013
Q4 		$2K Buy
+57
New +$1.99K ﹤0.01% 2006

Other funds holding DLBS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WFG Advisors's DLBS Position: Q1 2014 in Review

WFG Advisors sold out of iPath US Treasury Long Bond Bear ETN (DLBS) in Q1 2014, closing a stake of 57 shares — an estimated $2K sold.

WFG Advisors first reported a position in DLBS in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 13 funds tracked by Wall St. Rank hold DLBS as of Q1 2014.

  • WFG Advisors reported no remaining iPath US Treasury Long Bond Bear ETN position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 57 iPath US Treasury Long Bond Bear ETN shares in Q1 2014, an estimated $2K.
  • WFG Advisors first reported a position in iPath US Treasury Long Bond Bear ETN in Q4 2013 and held it in 1 quarter.
  • WFG Advisors's iPath US Treasury Long Bond Bear ETN position peaked at $2K in Q4 2013.
  • 13 funds tracked by Wall St. Rank held iPath US Treasury Long Bond Bear ETN as of Q1 2014.

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