WA
LCM

WFG Advisors’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History

WFG Advisors’s Portfolio LCM Stock Details LCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-224
Closed -$2K – 2115
2014
Q1 		$2K Hold
224
– – ﹤0.01% 1840
2013
Q4 		$2K Hold
224
– – ﹤0.01% 2017
2013
Q3 		$2K Hold
224
– – ﹤0.01% 1977
2013
Q2 		$2K Buy
+224
New +$2.23K ﹤0.01% 1888

Other funds holding LCM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's LCM Position: Q2 2014 in Review

WFG Advisors sold out of Advent/Claymore Enhanced Gth & F (LCM) in Q2 2014, closing a stake of 224 shares — an estimated $2K sold.

WFG Advisors first reported a position in LCM in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 29 funds tracked by Wall St. Rank hold LCM as of Q2 2014.

  • WFG Advisors reported no remaining Advent/Claymore Enhanced Gth & F position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 224 Advent/Claymore Enhanced Gth & F shares in Q2 2014, an estimated $2K.
  • WFG Advisors first reported a position in Advent/Claymore Enhanced Gth & F in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's Advent/Claymore Enhanced Gth & F position peaked at $2K in Q1 2014.
  • 29 funds tracked by Wall St. Rank held Advent/Claymore Enhanced Gth & F as of Q2 2014.

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