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WFG Advisors’s Jones Lang LaSalle JLL Stock Holding History

WFG Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-23
Closed -$3K – 1926
2014
Q4 		$3K Hold
23
– – ﹤0.01% 1782
2014
Q3 		$3K Hold
23
– – ﹤0.01% 1796
2014
Q2 		$3K Hold
23
– – ﹤0.01% 1762
2014
Q1 		$3K Hold
23
– – ﹤0.01% 1745
2013
Q4 		$2K Sell
23
-30
-57% -$2.82K ﹤0.01% 1969
2013
Q3 		$5K Buy
53
+30
+130% +$2.67K ﹤0.01% 1736
2013
Q2 		$2K Buy
+23
New +$2.16K ﹤0.01% 1850

Other funds holding JLL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

WFG Advisors's JLL Position: Q1 2015 in Review

WFG Advisors sold out of Jones Lang LaSalle (JLL) in Q1 2015, closing a stake of 23 shares — an estimated $3K sold.

WFG Advisors first reported a position in JLL in Q2 2013 and held it in 7 quarters. The position peaked at $5K in Q3 2013. 357 funds tracked by Wall St. Rank hold JLL as of Q1 2015.

  • WFG Advisors reported no remaining Jones Lang LaSalle position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 23 Jones Lang LaSalle shares in Q1 2015, an estimated $3K.
  • WFG Advisors first reported a position in Jones Lang LaSalle in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Jones Lang LaSalle position peaked at $5K in Q3 2013.
  • 357 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2015.

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