WA
HVPW

WFG Advisors’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

WFG Advisors’s Portfolio HVPW Stock Details HVPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-256
Closed -$6K – 2310
2014
Q3 		$6K Buy
+256
New +$6.24K ﹤0.01% 1635
2014
Q2 		– Sell
-780
Closed -$20K – 2123
2014
Q1 		$20K Sell
780
-9,301
-92% -$237K ﹤0.01% 1262
2013
Q4 		$257K Sell
10,081
-2,779
-22% -$71.6K 0.04% 454
2013
Q3 		$333K Buy
+12,860
New +$331K 0.05% 368

Other funds holding HVPW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

WFG Advisors's HVPW Position: Q4 2014 in Review

WFG Advisors sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q4 2014, closing a stake of 256 shares — an estimated $6K sold.

WFG Advisors first reported a position in HVPW in Q3 2013 and held it in 4 quarters. The position peaked at $333K in Q3 2013. 23 funds tracked by Wall St. Rank hold HVPW as of Q4 2014.

  • WFG Advisors reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 256 U.S. Equity High Volatility Put Write Index Fund shares in Q4 2014, an estimated $6K.
  • WFG Advisors first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q3 2013 and held it in 4 quarters.
  • WFG Advisors's U.S. Equity High Volatility Put Write Index Fund position peaked at $333K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q4 2014.

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