WFG Advisors’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-73
Closed -$5K 2295
2014
Q3
$5K Sell
73
-292
-80% -$20K ﹤0.01% 1677
2014
Q2
$26K Sell
365
-196
-35% -$14K ﹤0.01% 1170
2014
Q1
$32K Sell
561
-5,998
-91% -$342K 0.01% 1076
2013
Q4
$370K Buy
+6,559
New +$370K 0.05% 373