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WFG Advisors’s Home BancShares HOMB Stock Holding History

WFG Advisors’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-200
Closed -$4K – 2084
2013
Q4 		$4K Hold
200
– – ﹤0.01% 1802
2013
Q3 		$3K Sell
200
-240
-55% -$3.3K ﹤0.01% 1843
2013
Q2 		$6K Buy
+440
New +$4.53K ﹤0.01% 1606

Other funds holding HOMB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's HOMB Position: Q1 2014 in Review

WFG Advisors sold out of Home BancShares (HOMB) in Q1 2014, closing a stake of 200 shares — an estimated $4K sold.

WFG Advisors first reported a position in HOMB in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q2 2013. 141 funds tracked by Wall St. Rank hold HOMB as of Q1 2014.

  • WFG Advisors reported no remaining Home BancShares position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 200 Home BancShares shares in Q1 2014, an estimated $4K.
  • WFG Advisors first reported a position in Home BancShares in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Home BancShares position peaked at $6K in Q2 2013.
  • 141 funds tracked by Wall St. Rank held Home BancShares as of Q1 2014.

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