WA
IVAN

WFG Advisors’s IVANHOE ENERGY INC COM SHS (CDA) IVAN Stock Holding History

WFG Advisors’s Portfolio IVAN Stock Details IVAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-428
Closed – – 2256
2014
Q4 		$0 Hold
428
– – ﹤0.01% 2361
2014
Q3 		$1K Sell
428
-1
-0.2% -$2 ﹤0.01% 2079
2014
Q2 		$1K Hold
429
– – ﹤0.01% 1968
2014
Q1 		$2K Hold
429
– – ﹤0.01% 1858
2013
Q4 		$2K Sell
429
-952
-69% -$4.12K ﹤0.01% 2039
2013
Q3 		$8K Buy
1,381
+429
+45% +$2.48K ﹤0.01% 1621
2013
Q2 		$6K Buy
+952
New +$9.05K ﹤0.01% 1637

Other funds holding IVAN

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WFG Advisors's IVAN Position: Q1 2015 in Review

WFG Advisors sold out of IVANHOE ENERGY INC COM SHS (CDA) (IVAN) in Q1 2015, closing a stake of 428 shares.

WFG Advisors first reported a position in IVAN in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q3 2013. 3 funds tracked by Wall St. Rank hold IVAN as of Q1 2015.

  • WFG Advisors reported no remaining IVANHOE ENERGY INC COM SHS (CDA) position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 428 IVANHOE ENERGY INC COM SHS (CDA) shares in Q1 2015.
  • WFG Advisors first reported a position in IVANHOE ENERGY INC COM SHS (CDA) in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's IVANHOE ENERGY INC COM SHS (CDA) position peaked at $8K in Q3 2013.
  • 3 funds tracked by Wall St. Rank held IVANHOE ENERGY INC COM SHS (CDA) as of Q1 2015.

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