WFG Advisors’s Evolving Systems, Inc. EVOL Stock Holding History

WFG Advisors’s Portfolio EVOL Stock Details EVOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-404	Closed	-$4K	–	2290
2014 Q4	$4K	Hold	404	–	–	﹤0.01%	1740
2014 Q3	$4K	Hold	404	–	–	﹤0.01%	1763
2014 Q2	$3K	Hold	404	–	–	﹤0.01%	1801
2014 Q1	$4K	Sell	404 -45	-10%	-$426	﹤0.01%	1712
2013 Q4	$4K	Buy	+449	New	+$4.54K	﹤0.01%	1850

Other funds holding EVOL

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Venator Capital Management Toronto, Ontario, Canada $48.7M AUM 87.97% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

IAM

Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

WFG Advisors's EVOL Position: Q1 2015 in Review

WFG Advisors sold out of Evolving Systems, Inc. (EVOL) in Q1 2015, closing a stake of 404 shares — an estimated $4K sold.

WFG Advisors first reported a position in EVOL in Q4 2013 and held it in 5 quarters. The position peaked at $4K in Q4 2014. 35 funds tracked by Wall St. Rank hold EVOL as of Q1 2015.

WFG Advisors reported no remaining Evolving Systems, Inc. position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 404 Evolving Systems, Inc. shares in Q1 2015, an estimated $4K.
WFG Advisors first reported a position in Evolving Systems, Inc. in Q4 2013 and held it in 5 quarters.
WFG Advisors's Evolving Systems, Inc. position peaked at $4K in Q4 2014.
35 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q1 2015.

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