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WFG Advisors’s VanEck Energy Income ETF EINC Stock Holding History

WFG Advisors’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-274
Closed -$73K – 2115
2014
Q3 		$73K Sell
274
-6
-2% -$1.66K 0.01% 778
2014
Q2 		$79K Sell
280
-10
-3% -$2.73K 0.01% 739
2014
Q1 		$78K Buy
290
+230
+383% +$62.9K 0.02% 731
2013
Q4 		$17K Buy
+60
New +$16.4K ﹤0.01% 1395

Other funds holding EINC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WFG Advisors's EINC Position: Q4 2014 in Review

WFG Advisors sold out of VanEck Energy Income ETF (EINC) in Q4 2014, closing a stake of 274 shares — an estimated $73K sold.

WFG Advisors first reported a position in EINC in Q4 2013 and held it in 4 quarters. The position peaked at $79K in Q2 2014. 44 funds tracked by Wall St. Rank hold EINC as of Q4 2014.

  • WFG Advisors reported no remaining VanEck Energy Income ETF position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 274 VanEck Energy Income ETF shares in Q4 2014, an estimated $73K.
  • WFG Advisors first reported a position in VanEck Energy Income ETF in Q4 2013 and held it in 4 quarters.
  • WFG Advisors's VanEck Energy Income ETF position peaked at $79K in Q2 2014.
  • 44 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.