WFG Advisors’s Kestrel Group KG Stock Holding History

WFG Advisors’s Portfolio KG Stock Details KG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-6	Closed	-$1K	–	2136
2013 Q4	$1K	Hold	6	–	–	﹤0.01%	2100
2013 Q3	$1K	Buy	6 +4	+200%	+$994	﹤0.01%	2049
2013 Q2	$1K	Buy	+2	New	+$424	﹤0.01%	1967

Other funds holding KG

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's KG Position: Q1 2014 in Review

WFG Advisors sold out of Kestrel Group (KG) in Q1 2014, closing a stake of 6 shares — an estimated $1K sold.

WFG Advisors first reported a position in KG in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 140 funds tracked by Wall St. Rank hold KG as of Q1 2014.

WFG Advisors reported no remaining Kestrel Group position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 6 Kestrel Group shares in Q1 2014, an estimated $1K.
WFG Advisors first reported a position in Kestrel Group in Q2 2013 and held it in 3 quarters.
WFG Advisors's Kestrel Group position peaked at $1K in Q4 2013.
140 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.