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WFG Advisors’s Lincoln Electric LECO Stock Holding History

WFG Advisors’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,993
Closed -$276K – 2170
2014
Q3 		$276K Hold
3,993
– – 0.05% 372
2014
Q2 		$279K Buy
3,993
+235
+6% +$15.9K 0.05% 371
2014
Q1 		$271K Buy
3,758
+166
+5% +$11.9K 0.05% 370
2013
Q4 		$256K Hold
3,592
– – 0.04% 456
2013
Q3 		$239K Hold
3,592
– – 0.04% 445
2013
Q2 		$206K Buy
+3,592
New +$200K 0.03% 450

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's LECO Position: Q4 2014 in Review

WFG Advisors sold out of Lincoln Electric (LECO) in Q4 2014, closing a stake of 3,993 shares — an estimated $276K sold.

WFG Advisors first reported a position in LECO in Q2 2013 and held it in 6 quarters. The position peaked at $279K in Q2 2014. 304 funds tracked by Wall St. Rank hold LECO as of Q4 2014.

  • WFG Advisors reported no remaining Lincoln Electric position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 3,993 Lincoln Electric shares in Q4 2014, an estimated $276K.
  • WFG Advisors first reported a position in Lincoln Electric in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Lincoln Electric position peaked at $279K in Q2 2014.
  • 304 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.