WFG Advisors’s Itron ITRI Stock Holding History

WFG Advisors’s Portfolio ITRI Stock Details ITRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-21	Closed	-$1K	–	2158
2014 Q3	$1K	Hold	21	–	–	﹤0.01%	1981
2014 Q2	$1K	Hold	21	–	–	﹤0.01%	1905
2014 Q1	$1K	Hold	21	–	–	﹤0.01%	1894
2013 Q4	$1K	Hold	21	–	–	﹤0.01%	2093
2013 Q3	$1K	Hold	21	–	–	﹤0.01%	2040
2013 Q2	$1K	Buy	+21	New	+$896	﹤0.01%	1958

Other funds holding ITRI

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WFG Advisors's ITRI Position: Q4 2014 in Review

WFG Advisors sold out of Itron (ITRI) in Q4 2014, closing a stake of 21 shares — an estimated $1K sold.

WFG Advisors first reported a position in ITRI in Q2 2013 and held it in 6 quarters. The position peaked at $1K in Q3 2014. 201 funds tracked by Wall St. Rank hold ITRI as of Q4 2014.

WFG Advisors reported no remaining Itron position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 21 Itron shares in Q4 2014, an estimated $1K.
WFG Advisors first reported a position in Itron in Q2 2013 and held it in 6 quarters.
WFG Advisors's Itron position peaked at $1K in Q3 2014.
201 funds tracked by Wall St. Rank held Itron as of Q4 2014.

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