WA
PCH

WFG Advisors’s PotlatchDeltic PCH Stock Holding History

WFG Advisors’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$8K – 1985
2014
Q4 		$8K Hold
200
– – ﹤0.01% 1529
2014
Q3 		$8K Hold
200
– – ﹤0.01% 1556
2014
Q2 		$8K Hold
200
– – ﹤0.01% 1553
2014
Q1 		$8K Hold
200
– – ﹤0.01% 1519
2013
Q4 		$8K Hold
200
– – ﹤0.01% 1642
2013
Q3 		$8K Hold
200
– – ﹤0.01% 1603
2013
Q2 		$8K Buy
+200
New +$9.18K ﹤0.01% 1535

Other funds holding PCH

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WFG Advisors's PCH Position: Q1 2015 in Review

WFG Advisors sold out of PotlatchDeltic (PCH) in Q1 2015, closing a stake of 200 shares — an estimated $8K sold.

WFG Advisors first reported a position in PCH in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q4 2014. 193 funds tracked by Wall St. Rank hold PCH as of Q1 2015.

  • WFG Advisors reported no remaining PotlatchDeltic position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 200 PotlatchDeltic shares in Q1 2015, an estimated $8K.
  • WFG Advisors first reported a position in PotlatchDeltic in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's PotlatchDeltic position peaked at $8K in Q4 2014.
  • 193 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2015.

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