WA
IRL

WFG Advisors’s NEW IRELAND FUND INC IRL Stock Holding History

WFG Advisors’s Portfolio IRL Stock Details IRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$4K Sell
315
-561
-64% -$7.68K ﹤0.01% 1348
2017
Q1 		$11K Buy
876
+17
+2% +$213 ﹤0.01% 1056
2016
Q4 		$10K Buy
859
+19
+2% +$227 ﹤0.01% 1118
2016
Q3 		$10K Sell
840
-506
-38% -$6.18K ﹤0.01% 1138
2016
Q2 		$16K Buy
1,346
+20
+2% +$261 ﹤0.01% 974
2016
Q1 		$17K Buy
1,326
+100
+8% +$1.27K ﹤0.01% 925
2015
Q4 		$17K Buy
1,226
+16
+1% +$223 0.01% 943
2015
Q3 		$16K Buy
+1,210
New +$16.7K 0.01% 969

Other funds holding IRL

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.35B AUM 29.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WFG Advisors's IRL Position: Q2 2017 in Review

WFG Advisors reduced its NEW IRELAND FUND INC (IRL) stake by 64% in Q2 2017, selling an estimated $7.68K and leaving 315 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

WFG Advisors first reported a position in IRL in Q3 2015 and has held it in 8 quarters since. The position peaked at $17K in Q1 2016. 26 funds tracked by Wall St. Rank hold IRL as of Q2 2017.

  • WFG Advisors held 315 shares of NEW IRELAND FUND INC worth $4K as of Q2 2017.
  • WFG Advisors sold 561 NEW IRELAND FUND INC shares in Q2 2017, an estimated $7.68K.
  • NEW IRELAND FUND INC made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1348 holding.
  • WFG Advisors first reported a position in NEW IRELAND FUND INC in Q3 2015 and has held it in 8 quarters since.
  • WFG Advisors's NEW IRELAND FUND INC position peaked at $17K in Q1 2016.
  • 26 funds tracked by Wall St. Rank held NEW IRELAND FUND INC as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.