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WFG Advisors’s Strategy Inc MSTR Stock Holding History

WFG Advisors’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-160
Closed -$2K – 2148
2014
Q2 		$2K Hold
160
– – ﹤0.01% 1825
2014
Q1 		$2K Hold
160
– – ﹤0.01% 1809
2013
Q4 		$2K Hold
160
– – ﹤0.01% 1976
2013
Q3 		$2K Hold
160
– – ﹤0.01% 1943
2013
Q2 		$1K Buy
+160
New +$1.5K ﹤0.01% 1969

Other funds holding MSTR

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AC
Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's MSTR Position: Q3 2014 in Review

WFG Advisors sold out of Strategy Inc (MSTR) in Q3 2014, closing a stake of 160 shares — an estimated $2K sold.

WFG Advisors first reported a position in MSTR in Q2 2013 and held it in 5 quarters. The position peaked at $2K in Q2 2014. 150 funds tracked by Wall St. Rank hold MSTR as of Q3 2014.

  • WFG Advisors reported no remaining Strategy Inc position as of Q3 2014 after selling out during the quarter.
  • WFG Advisors sold 160 Strategy Inc shares in Q3 2014, an estimated $2K.
  • WFG Advisors first reported a position in Strategy Inc in Q2 2013 and held it in 5 quarters.
  • WFG Advisors's Strategy Inc position peaked at $2K in Q2 2014.
  • 150 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2014.

Based on WFG Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.