WA
DS

WFG Advisors’s Drive Shack Inc. DS Stock Holding History

WFG Advisors’s Portfolio DS Stock Details DS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-275
Closed -$1K – 1720
2016
Q1 		$1K Hold
275
– – ﹤0.01% 1475
2015
Q4 		$1K Hold
275
– – ﹤0.01% 1510
2015
Q3 		$1K Buy
+275
New +$1.31K ﹤0.01% 1543
2014
Q1 		– Sell
-1,984
Closed -$10K – 2280
2013
Q4 		$10K Sell
1,984
-533
-21% -$2.68K ﹤0.01% 1588
2013
Q3 		$13K Buy
2,517
+31
+1% +$157 ﹤0.01% 1441
2013
Q2 		$12K Buy
+2,486
New +$11.9K ﹤0.01% 1401

Other funds holding DS

TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JG
Jefferies Group New York $3.42B AUM 6.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return