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WFG Advisors’s Fortress Biotech FBIO Stock Holding History

WFG Advisors’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-17
Closed -$1K – 2121
2014
Q3 		$1K Hold
17
– – ﹤0.01% 1967
2014
Q2 		$0 Hold
17
– – ﹤0.01% 2003
2014
Q1 		$1K Hold
17
– – ﹤0.01% 1886
2013
Q4 		$1K Hold
17
– – ﹤0.01% 2075
2013
Q3 		$2K Hold
17
– – ﹤0.01% 1926
2013
Q2 		$2K Buy
+17
New +$2.51K ﹤0.01% 1844

Other funds holding FBIO

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WFG Advisors's FBIO Position: Q4 2014 in Review

WFG Advisors sold out of Fortress Biotech (FBIO) in Q4 2014, closing a stake of 17 shares — an estimated $1K sold.

WFG Advisors first reported a position in FBIO in Q2 2013 and held it in 6 quarters. The position peaked at $2K in Q3 2013. 36 funds tracked by Wall St. Rank hold FBIO as of Q4 2014.

  • WFG Advisors reported no remaining Fortress Biotech position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 17 Fortress Biotech shares in Q4 2014, an estimated $1K.
  • WFG Advisors first reported a position in Fortress Biotech in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Fortress Biotech position peaked at $2K in Q3 2013.
  • 36 funds tracked by Wall St. Rank held Fortress Biotech as of Q4 2014.

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