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WFG Advisors’s EastGroup Properties EGP Stock Holding History

WFG Advisors’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-39
Closed -$2K – 1698
2015
Q1 		$2K Hold
39
– – ﹤0.01% 1531
2014
Q4 		$2K Buy
39
+1
+3% +$65 ﹤0.01% 1833
2014
Q3 		$2K Buy
+38
New +$2.41K ﹤0.01% 1858

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

WFG Advisors's EGP Position: Q2 2015 in Review

WFG Advisors sold out of EastGroup Properties (EGP) in Q2 2015, closing a stake of 39 shares — an estimated $2K sold.

WFG Advisors first reported a position in EGP in Q3 2014 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 201 funds tracked by Wall St. Rank hold EGP as of Q2 2015.

  • WFG Advisors reported no remaining EastGroup Properties position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 39 EastGroup Properties shares in Q2 2015, an estimated $2K.
  • WFG Advisors first reported a position in EastGroup Properties in Q3 2014 and held it in 3 quarters.
  • WFG Advisors's EastGroup Properties position peaked at $2K in Q1 2015.
  • 201 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.