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WFG Advisors’s National Bankshares NKSH Stock Holding History

WFG Advisors’s Portfolio NKSH Stock Details NKSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-570
Closed -$18K – 2150
2014
Q2 		$18K Buy
570
+10
+2% +$331 ﹤0.01% 1314
2014
Q1 		$20K Sell
560
-93
-14% -$3.4K ﹤0.01% 1251
2013
Q4 		$24K Buy
653
+10
+2% +$360 ﹤0.01% 1273
2013
Q3 		$23K Sell
643
-101
-14% -$3.75K ﹤0.01% 1223
2013
Q2 		$26K Buy
+744
New +$25K ﹤0.01% 1114

Other funds holding NKSH

NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WFG Advisors's NKSH Position: Q3 2014 in Review

WFG Advisors sold out of National Bankshares (NKSH) in Q3 2014, closing a stake of 570 shares — an estimated $18K sold.

WFG Advisors first reported a position in NKSH in Q2 2013 and held it in 5 quarters. The position peaked at $26K in Q2 2013. 51 funds tracked by Wall St. Rank hold NKSH as of Q3 2014.

  • WFG Advisors reported no remaining National Bankshares position as of Q3 2014 after selling out during the quarter.
  • WFG Advisors sold 570 National Bankshares shares in Q3 2014, an estimated $18K.
  • WFG Advisors first reported a position in National Bankshares in Q2 2013 and held it in 5 quarters.
  • WFG Advisors's National Bankshares position peaked at $26K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held National Bankshares as of Q3 2014.

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