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WFG Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

WFG Advisors’s Portfolio IGHG Stock Details IGHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-200
Closed -$15K – 1657
2015
Q2 		$15K Hold
200
– – ﹤0.01% 1062
2015
Q1 		$15K Sell
200
-45
-18% -$3.47K ﹤0.01% 1071
2014
Q4 		$19K Buy
+245
New +$19.2K ﹤0.01% 1238

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HIC
Holderness Investments Company Greensboro, North Carolina $498M AUM 34.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WFG Advisors's IGHG Position: Q3 2015 in Review

WFG Advisors sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2015, closing a stake of 200 shares — an estimated $15K sold.

WFG Advisors first reported a position in IGHG in Q4 2014 and held it in 3 quarters. The position peaked at $19K in Q4 2014. 23 funds tracked by Wall St. Rank hold IGHG as of Q3 2015.

  • WFG Advisors reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 200 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2015, an estimated $15K.
  • WFG Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2014 and held it in 3 quarters.
  • WFG Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $19K in Q4 2014.
  • 23 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.