WFG Advisors’s James Hardie Industries JHX Stock Holding History

WFG Advisors’s Portfolio JHX Stock Details JHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-2,500	Closed	-$34K	–	2025
2014 Q1	$34K	Hold	2,500	–	–	0.01%	1054
2013 Q4	$29K	Hold	2,500	–	–	﹤0.01%	1187
2013 Q3	$25K	Hold	2,500	–	–	﹤0.01%	1185
2013 Q2	$22K	Buy	+2,500	New	+$24.6K	﹤0.01%	1179

Other funds holding JHX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CIM

Calvert Investment Management Bethesda, Maryland $2.67B AUM 16.23% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

WFG Advisors's JHX Position: Q2 2014 in Review

WFG Advisors sold out of James Hardie Industries (JHX) in Q2 2014, closing a stake of 2,500 shares — an estimated $34K sold.

WFG Advisors first reported a position in JHX in Q2 2013 and held it in 4 quarters. The position peaked at $34K in Q1 2014. 33 funds tracked by Wall St. Rank hold JHX as of Q2 2014.

WFG Advisors reported no remaining James Hardie Industries position as of Q2 2014 after selling out during the quarter.
WFG Advisors sold 2,500 James Hardie Industries shares in Q2 2014, an estimated $34K.
WFG Advisors first reported a position in James Hardie Industries in Q2 2013 and held it in 4 quarters.
WFG Advisors's James Hardie Industries position peaked at $34K in Q1 2014.
33 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.