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WFG Advisors’s VanEck Natural Resources ETF HAP Stock Holding History

WFG Advisors’s Portfolio HAP Stock Details HAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-500
Closed -$19K – 2079
2013
Q4 		$19K Hold
500
– – ﹤0.01% 1361
2013
Q3 		$18K Hold
500
– – ﹤0.01% 1314
2013
Q2 		$17K Buy
+500
New +$17.7K ﹤0.01% 1267

Other funds holding HAP

TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

WFG Advisors's HAP Position: Q1 2014 in Review

WFG Advisors sold out of VanEck Natural Resources ETF (HAP) in Q1 2014, closing a stake of 500 shares — an estimated $19K sold.

WFG Advisors first reported a position in HAP in Q2 2013 and held it in 3 quarters. The position peaked at $19K in Q4 2013. 21 funds tracked by Wall St. Rank hold HAP as of Q1 2014.

  • WFG Advisors reported no remaining VanEck Natural Resources ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 500 VanEck Natural Resources ETF shares in Q1 2014, an estimated $19K.
  • WFG Advisors first reported a position in VanEck Natural Resources ETF in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's VanEck Natural Resources ETF position peaked at $19K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2014.

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