WA
GMED icon

WFG Advisors’s Globus Medical GMED Stock Holding History

WFG Advisors’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-55
Closed -$1K – 1719
2015
Q1 		$1K Hold
55
– – ﹤0.01% 1630
2014
Q4 		$1K Hold
55
– – ﹤0.01% 1956
2014
Q3 		$1K Buy
+55
New +$1.13K ﹤0.01% 1973

Other funds holding GMED

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's GMED Position: Q2 2015 in Review

WFG Advisors sold out of Globus Medical (GMED) in Q2 2015, closing a stake of 55 shares — an estimated $1K sold.

WFG Advisors first reported a position in GMED in Q3 2014 and held it in 3 quarters. The position peaked at $1K in Q1 2015. 180 funds tracked by Wall St. Rank hold GMED as of Q2 2015.

  • WFG Advisors reported no remaining Globus Medical position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 55 Globus Medical shares in Q2 2015, an estimated $1K.
  • WFG Advisors first reported a position in Globus Medical in Q3 2014 and held it in 3 quarters.
  • WFG Advisors's Globus Medical position peaked at $1K in Q1 2015.
  • 180 funds tracked by Wall St. Rank held Globus Medical as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.