WFG Advisors’s Elbit Systems ESLT Stock Holding History

WFG Advisors’s Portfolio ESLT Stock Details ESLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-595	Closed	-$36K	–	1852
2014 Q4	$36K	Sell	595 -200	-25%	-$11.9K	0.01%	1003
2014 Q3	$49K	Sell	795 -100	-11%	-$6.1K	0.01%	927
2014 Q2	$55K	Buy	+895	New	+$54.8K	0.01%	876

Other funds holding ESLT

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

WFG Advisors's ESLT Position: Q1 2015 in Review

WFG Advisors sold out of Elbit Systems (ESLT) in Q1 2015, closing a stake of 595 shares — an estimated $36K sold.

WFG Advisors first reported a position in ESLT in Q2 2014 and held it in 3 quarters. The position peaked at $55K in Q2 2014. 63 funds tracked by Wall St. Rank hold ESLT as of Q1 2015.

WFG Advisors reported no remaining Elbit Systems position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 595 Elbit Systems shares in Q1 2015, an estimated $36K.
WFG Advisors first reported a position in Elbit Systems in Q2 2014 and held it in 3 quarters.
WFG Advisors's Elbit Systems position peaked at $55K in Q2 2014.
63 funds tracked by Wall St. Rank held Elbit Systems as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.