WFG Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

WFG Advisors’s Portfolio MLRG Stock Details MLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-868	Closed	-$25K	–	2153
2014 Q3	$25K	Buy	868 +4	+0.5%	+$115	﹤0.01%	1193
2014 Q2	$25K	Buy	864 +4	+0.5%	+$112	﹤0.01%	1183
2014 Q1	$24K	Sell	860 -1,052	-55%	-$28.2K	﹤0.01%	1189
2013 Q4	$52K	Buy	1,912 +4	+0.2%	+$104	0.01%	989
2013 Q3	$47K	Buy	1,908 +8	+0.4%	+$199	0.01%	951
2013 Q2	$46K	Buy	+1,900	New	+$45.5K	0.01%	913

Other funds holding MLRG

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's MLRG Position: Q4 2014 in Review

WFG Advisors sold out of iShares MSCI USA ETF (MLRG) in Q4 2014, closing a stake of 868 shares — an estimated $25K sold.

WFG Advisors first reported a position in MLRG in Q2 2013 and held it in 6 quarters. The position peaked at $52K in Q4 2013. 58 funds tracked by Wall St. Rank hold MLRG as of Q4 2014.

WFG Advisors reported no remaining iShares MSCI USA ETF position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 868 iShares MSCI USA ETF shares in Q4 2014, an estimated $25K.
WFG Advisors first reported a position in iShares MSCI USA ETF in Q2 2013 and held it in 6 quarters.
WFG Advisors's iShares MSCI USA ETF position peaked at $52K in Q4 2013.
58 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2014.

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