WA
GRES

WFG Advisors’s IQ ARB Global Resources GRES Stock Holding History

WFG Advisors’s Portfolio GRES Stock Details GRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,089
Closed -$173K – 2426
2013
Q3 		$173K Hold
6,089
– – 0.03% 533
2013
Q2 		$158K Buy
+6,089
New +$170K 0.03% 526

Other funds holding GRES

VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's GRES Position: Q4 2013 in Review

WFG Advisors sold out of IQ ARB Global Resources (GRES) in Q4 2013, closing a stake of 6,089 shares — an estimated $173K sold.

WFG Advisors first reported a position in GRES in Q2 2013 and held it in 2 quarters. The position peaked at $173K in Q3 2013. 15 funds tracked by Wall St. Rank hold GRES as of Q4 2013.

  • WFG Advisors reported no remaining IQ ARB Global Resources position as of Q4 2013 after selling out during the quarter.
  • WFG Advisors sold 6,089 IQ ARB Global Resources shares in Q4 2013, an estimated $173K.
  • WFG Advisors first reported a position in IQ ARB Global Resources in Q2 2013 and held it in 2 quarters.
  • WFG Advisors's IQ ARB Global Resources position peaked at $173K in Q3 2013.
  • 15 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.