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WFG Advisors’s Global Partners GLP Stock Holding History

WFG Advisors’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-131
Closed -$5K – 2011
2014
Q1 		$5K Buy
131
+2
+2% +$75 ﹤0.01% 1617
2013
Q4 		$5K Buy
129
+2
+2% +$69 ﹤0.01% 1746
2013
Q3 		$4K Buy
127
+2
+2% +$72 ﹤0.01% 1788
2013
Q2 		$5K Buy
+125
New +$4.5K ﹤0.01% 1661

Other funds holding GLP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFG Advisors's GLP Position: Q2 2014 in Review

WFG Advisors sold out of Global Partners (GLP) in Q2 2014, closing a stake of 131 shares — an estimated $5K sold.

WFG Advisors first reported a position in GLP in Q2 2013 and held it in 4 quarters. The position peaked at $5K in Q1 2014. 61 funds tracked by Wall St. Rank hold GLP as of Q2 2014.

  • WFG Advisors reported no remaining Global Partners position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 131 Global Partners shares in Q2 2014, an estimated $5K.
  • WFG Advisors first reported a position in Global Partners in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's Global Partners position peaked at $5K in Q1 2014.
  • 61 funds tracked by Wall St. Rank held Global Partners as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.