WA
FIG

WFG Advisors’s Fortress Investment Group Llc FIG Stock Holding History

WFG Advisors’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-27,873
Closed -$135K – 1745
2016
Q4 		$135K Sell
27,873
-893
-3% -$4.53K 0.03% 458
2016
Q3 		$142K Sell
28,766
-854
-3% -$4.2K 0.04% 446
2016
Q2 		$131K Sell
29,620
-3,664
-11% -$17.8K 0.03% 437
2016
Q1 		$159K Buy
33,284
+1,317
+4% +$5.92K 0.05% 359
2015
Q4 		$163K Sell
31,967
-3,936
-11% -$21.8K 0.05% 342
2015
Q3 		$199K Buy
35,903
+4,464
+14% +$28.2K 0.06% 295
2015
Q2 		$230K Buy
31,439
+896
+3% +$7.18K 0.06% 306
2015
Q1 		$246K Sell
30,543
-3,635
-11% -$28.2K 0.07% 298
2014
Q4 		$274K Buy
34,178
+663
+2% +$4.87K 0.06% 352
2014
Q3 		$231K Buy
33,515
+159
+0.5% +$1.17K 0.04% 416
2014
Q2 		$248K Buy
33,356
+683
+2% +$4.98K 0.05% 406
2014
Q1 		$242K Sell
32,673
-5,251
-14% -$43.8K 0.05% 394
2013
Q4 		$325K Sell
37,924
-19,919
-34% -$163K 0.05% 410
2013
Q3 		$459K Sell
57,843
-4,000
-6% -$30.1K 0.07% 297
2013
Q2 		$406K Buy
+61,843
New +$419K 0.07% 297

Other funds holding FIG

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's FIG Position: Q1 2017 in Review

WFG Advisors sold out of Fortress Investment Group Llc (FIG) in Q1 2017, closing a stake of 27,873 shares — an estimated $135K sold.

WFG Advisors first reported a position in FIG in Q2 2013 and held it in 15 quarters. The position peaked at $459K in Q3 2013. 128 funds tracked by Wall St. Rank hold FIG as of Q1 2017.

  • WFG Advisors reported no remaining Fortress Investment Group Llc position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 27,873 Fortress Investment Group Llc shares in Q1 2017, an estimated $135K.
  • WFG Advisors first reported a position in Fortress Investment Group Llc in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's Fortress Investment Group Llc position peaked at $459K in Q3 2013.
  • 128 funds tracked by Wall St. Rank held Fortress Investment Group Llc as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.