WA
MSFG

WFG Advisors’s MainSource Financial Group Inc MSFG Stock Holding History

WFG Advisors’s Portfolio MSFG Stock Details MSFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-7
Closed – – 2276
2014
Q4 		$0 Buy
+7
New +$128 ﹤0.01% 2376
2014
Q1 		– Sell
-40
Closed -$1K – 2423
2013
Q4 		$1K Buy
40
+27
+208% +$442 ﹤0.01% 2203
2013
Q3 		$0 Buy
+13
New +$189 ﹤0.01% 2378

Other funds holding MSFG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's MSFG Position: Q1 2015 in Review

WFG Advisors sold out of MainSource Financial Group Inc (MSFG) in Q1 2015, closing a stake of 7 shares.

WFG Advisors first reported a position in MSFG in Q3 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 91 funds tracked by Wall St. Rank hold MSFG as of Q1 2015.

  • WFG Advisors reported no remaining MainSource Financial Group Inc position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 7 MainSource Financial Group Inc shares in Q1 2015.
  • WFG Advisors first reported a position in MainSource Financial Group Inc in Q3 2013 and held it in 3 quarters.
  • WFG Advisors's MainSource Financial Group Inc position peaked at $1K in Q4 2013.
  • 91 funds tracked by Wall St. Rank held MainSource Financial Group Inc as of Q1 2015.

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