WA
GTLS

WFG Advisors’s Chart Industries GTLS Stock Holding History

WFG Advisors’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,220
Closed -$75K – 2139
2014
Q3 		$75K Hold
1,220
– – 0.01% 769
2014
Q2 		$101K Hold
1,220
– – 0.02% 660
2014
Q1 		$97K Sell
1,220
-34
-3% -$2.93K 0.02% 645
2013
Q4 		$120K Buy
1,254
+754
+151% +$79.3K 0.02% 677
2013
Q3 		$62K Hold
500
– – 0.01% 842
2013
Q2 		$47K Buy
+500
New +$43.7K 0.01% 903

Other funds holding GTLS

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JWBC
John W. Bristol & Co New York $6.08B AUM 16.51% 1-Year Est. Return

WFG Advisors's GTLS Position: Q4 2014 in Review

WFG Advisors sold out of Chart Industries (GTLS) in Q4 2014, closing a stake of 1,220 shares — an estimated $75K sold.

WFG Advisors first reported a position in GTLS in Q2 2013 and held it in 6 quarters. The position peaked at $120K in Q4 2013. 177 funds tracked by Wall St. Rank hold GTLS as of Q4 2014.

  • WFG Advisors reported no remaining Chart Industries position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 1,220 Chart Industries shares in Q4 2014, an estimated $75K.
  • WFG Advisors first reported a position in Chart Industries in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Chart Industries position peaked at $120K in Q4 2013.
  • 177 funds tracked by Wall St. Rank held Chart Industries as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.