WFG Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

WFG Advisors’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-500	Closed	-$21K	–	1908
2014 Q4	$21K	Hold	500	–	–	﹤0.01%	1205
2014 Q3	$20K	Hold	500	–	–	﹤0.01%	1278
2014 Q2	$19K	Hold	500	–	–	﹤0.01%	1297
2014 Q1	$19K	Buy	500 +215	+75%	+$8.24K	﹤0.01%	1270
2013 Q4	$11K	Buy	+285	New	+$10.2K	﹤0.01%	1546

Other funds holding IAI

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's IAI Position: Q1 2015 in Review

WFG Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2015, closing a stake of 500 shares — an estimated $21K sold.

WFG Advisors first reported a position in IAI in Q4 2013 and held it in 5 quarters. The position peaked at $21K in Q4 2014. 53 funds tracked by Wall St. Rank hold IAI as of Q1 2015.

WFG Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 500 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2015, an estimated $21K.
WFG Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2013 and held it in 5 quarters.
WFG Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $21K in Q4 2014.
53 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.