WFG Advisors’s SPDR S&P International Consumer Discretionary Sector IPD Stock Holding History

WFG Advisors’s Portfolio IPD Stock Details IPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-253	Closed	-$9K	–	2308
2014 Q3	$9K	Buy	253 +3	+1%	+$116	﹤0.01%	1539
2014 Q2	$10K	Hold	250	–	–	﹤0.01%	1496
2014 Q1	$10K	Buy	+250	New	+$9.77K	﹤0.01%	1477

Other funds holding IPD

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's IPD Position: Q4 2014 in Review

WFG Advisors sold out of SPDR S&P International Consumer Discretionary Sector (IPD) in Q4 2014, closing a stake of 253 shares — an estimated $9K sold.

WFG Advisors first reported a position in IPD in Q1 2014 and held it in 3 quarters. The position peaked at $10K in Q2 2014. 15 funds tracked by Wall St. Rank hold IPD as of Q4 2014.

WFG Advisors reported no remaining SPDR S&P International Consumer Discretionary Sector position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 253 SPDR S&P International Consumer Discretionary Sector shares in Q4 2014, an estimated $9K.
WFG Advisors first reported a position in SPDR S&P International Consumer Discretionary Sector in Q1 2014 and held it in 3 quarters.
WFG Advisors's SPDR S&P International Consumer Discretionary Sector position peaked at $10K in Q2 2014.
15 funds tracked by Wall St. Rank held SPDR S&P International Consumer Discretionary Sector as of Q4 2014.

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