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WFG Advisors’s Dorian LPG LPG Stock Holding History

WFG Advisors’s Portfolio LPG Stock Details LPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$3K – 1940
2014
Q4 		$3K Sell
200
-2,300
-92% -$33K ﹤0.01% 1784
2014
Q3 		$45K Buy
2,500
+700
+39% +$14.2K 0.01% 971
2014
Q2 		$41K Buy
+1,800
New +$37.3K 0.01% 992

Other funds holding LPG

KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $77.9M AUM
DI
Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $342M AUM 36.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
FCM
Farmstead Capital Management Ridgewood, New Jersey $49M AUM 10.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

WFG Advisors's LPG Position: Q1 2015 in Review

WFG Advisors sold out of Dorian LPG (LPG) in Q1 2015, closing a stake of 200 shares — an estimated $3K sold.

WFG Advisors first reported a position in LPG in Q2 2014 and held it in 3 quarters. The position peaked at $45K in Q3 2014. 68 funds tracked by Wall St. Rank hold LPG as of Q1 2015.

  • WFG Advisors reported no remaining Dorian LPG position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 200 Dorian LPG shares in Q1 2015, an estimated $3K.
  • WFG Advisors first reported a position in Dorian LPG in Q2 2014 and held it in 3 quarters.
  • WFG Advisors's Dorian LPG position peaked at $45K in Q3 2014.
  • 68 funds tracked by Wall St. Rank held Dorian LPG as of Q1 2015.

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