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WFG Advisors’s Grand Canyon Education LOPE Stock Holding History

WFG Advisors’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-52
Closed -$2K – 1747
2015
Q1 		$2K Hold
52
– – ﹤0.01% 1550
2014
Q4 		$2K Hold
52
– – ﹤0.01% 1851
2014
Q3 		$2K Buy
+52
New +$2.26K ﹤0.01% 1876
2014
Q1 		– Sell
-28
Closed -$1K – 2124
2013
Q4 		$1K Sell
28
-29
-51% -$1.27K ﹤0.01% 2098
2013
Q3 		$2K Sell
57
-485
-89% -$17.3K ﹤0.01% 1940
2013
Q2 		$17K Buy
+542
New +$15.6K ﹤0.01% 1271

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RP
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Franklin Resources
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VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's LOPE Position: Q2 2015 in Review

WFG Advisors sold out of Grand Canyon Education (LOPE) in Q2 2015, closing a stake of 52 shares — an estimated $2K sold.

WFG Advisors first reported a position in LOPE in Q2 2013 and held it in 6 quarters. The position peaked at $17K in Q2 2013. 170 funds tracked by Wall St. Rank hold LOPE as of Q2 2015.

  • WFG Advisors reported no remaining Grand Canyon Education position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 52 Grand Canyon Education shares in Q2 2015, an estimated $2K.
  • WFG Advisors first reported a position in Grand Canyon Education in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Grand Canyon Education position peaked at $17K in Q2 2013.
  • 170 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.