WFG Advisors’s AdvisorShares Morgan Creek Global Tactical ETF GTAA Stock Holding History

WFG Advisors’s Portfolio GTAA Stock Details GTAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-326	Closed	-$8K	–	2426
2013 Q4	$8K	Hold	326	–	–	﹤0.01%	1658
2013 Q3	$8K	Hold	326	–	–	﹤0.01%	1625
2013 Q2	$8K	Buy	+326	New	+$8.12K	﹤0.01%	1558

Other funds holding GTAA

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

WFG Advisors's GTAA Position: Q1 2014 in Review

WFG Advisors sold out of AdvisorShares Morgan Creek Global Tactical ETF (GTAA) in Q1 2014, closing a stake of 326 shares — an estimated $8K sold.

WFG Advisors first reported a position in GTAA in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q4 2013. 7 funds tracked by Wall St. Rank hold GTAA as of Q1 2014.

WFG Advisors reported no remaining AdvisorShares Morgan Creek Global Tactical ETF position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 326 AdvisorShares Morgan Creek Global Tactical ETF shares in Q1 2014, an estimated $8K.
WFG Advisors first reported a position in AdvisorShares Morgan Creek Global Tactical ETF in Q2 2013 and held it in 3 quarters.
WFG Advisors's AdvisorShares Morgan Creek Global Tactical ETF position peaked at $8K in Q4 2013.
7 funds tracked by Wall St. Rank held AdvisorShares Morgan Creek Global Tactical ETF as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.