WA
EPIQ

WFG Advisors’s EPIQ SYSTEMS INC EPIQ Stock Holding History

WFG Advisors’s Portfolio EPIQ Stock Details EPIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,090
Closed -$72K – 2316
2014
Q3 		$72K Hold
4,090
– – 0.01% 788
2014
Q2 		$57K Sell
4,090
-2,362
-37% -$30.9K 0.01% 860
2014
Q1 		$88K Buy
6,452
+16
+0.2% +$231 0.02% 689
2013
Q4 		$104K Buy
6,436
+13
+0.2% +$197 0.01% 726
2013
Q3 		$85K Buy
6,423
+18
+0.3% +$234 0.01% 751
2013
Q2 		$86K Buy
+6,405
New +$82.8K 0.01% 714

Other funds holding EPIQ

PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's EPIQ Position: Q4 2014 in Review

WFG Advisors sold out of EPIQ SYSTEMS INC (EPIQ) in Q4 2014, closing a stake of 4,090 shares — an estimated $72K sold.

WFG Advisors first reported a position in EPIQ in Q2 2013 and held it in 6 quarters. The position peaked at $104K in Q4 2013. 115 funds tracked by Wall St. Rank hold EPIQ as of Q4 2014.

  • WFG Advisors reported no remaining EPIQ SYSTEMS INC position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 4,090 EPIQ SYSTEMS INC shares in Q4 2014, an estimated $72K.
  • WFG Advisors first reported a position in EPIQ SYSTEMS INC in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's EPIQ SYSTEMS INC position peaked at $104K in Q4 2013.
  • 115 funds tracked by Wall St. Rank held EPIQ SYSTEMS INC as of Q4 2014.

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