WFG Advisors’s Farmland Partners FPI Stock Holding History

WFG Advisors’s Portfolio FPI Stock Details FPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-600	Closed	-$7K	–	1588
2017 Q1	$7K	Hold	600	–	–	﹤0.01%	1152
2016 Q4	$7K	Hold	600	–	–	﹤0.01%	1200
2016 Q3	$7K	Buy	+600	New	+$6.85K	﹤0.01%	1220

Other funds holding FPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WFG Advisors's FPI Position: Q2 2017 in Review

WFG Advisors sold out of Farmland Partners (FPI) in Q2 2017, closing a stake of 600 shares — an estimated $7K sold.

WFG Advisors first reported a position in FPI in Q3 2016 and held it in 3 quarters. The position peaked at $7K in Q1 2017. 101 funds tracked by Wall St. Rank hold FPI as of Q2 2017.

WFG Advisors reported no remaining Farmland Partners position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 600 Farmland Partners shares in Q2 2017, an estimated $7K.
WFG Advisors first reported a position in Farmland Partners in Q3 2016 and held it in 3 quarters.
WFG Advisors's Farmland Partners position peaked at $7K in Q1 2017.
101 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.