WFG Advisors’s OFS Capital OFS Stock Holding History

WFG Advisors’s Portfolio OFS Stock Details OFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$5K	Buy	374 +277	+286%	+$3.94K	﹤0.01%	1287
2017 Q1	$1K	Buy	+97	New	+$1.41K	﹤0.01%	1421

Other funds holding OFS

WSL

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's OFS Position: Q2 2017 in Review

WFG Advisors increased its OFS Capital (OFS) stake by 286% in Q2 2017, buying an estimated $3.94K and bringing the position to 374 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

WFG Advisors first reported a position in OFS in Q1 2017 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold OFS as of Q2 2017.

WFG Advisors held 374 shares of OFS Capital worth $5K as of Q2 2017.
WFG Advisors bought 277 OFS Capital shares in Q2 2017, an estimated $3.94K.
OFS Capital made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1287 holding.
WFG Advisors first reported a position in OFS Capital in Q1 2017 and has held it in 2 quarters since.
37 funds tracked by Wall St. Rank held OFS Capital as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.