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WFG Advisors’s PDF Solutions PDFS Stock Holding History

WFG Advisors’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-58
Closed -$1K – 2165
2013
Q4 		$1K Buy
58
+28
+93% +$644 ﹤0.01% 2109
2013
Q3 		$1K Hold
30
– – ﹤0.01% 2058
2013
Q2 		$1K Buy
+30
New +$522 ﹤0.01% 1974

Other funds holding PDFS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WFG Advisors's PDFS Position: Q1 2014 in Review

WFG Advisors sold out of PDF Solutions (PDFS) in Q1 2014, closing a stake of 58 shares — an estimated $1K sold.

WFG Advisors first reported a position in PDFS in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 111 funds tracked by Wall St. Rank hold PDFS as of Q1 2014.

  • WFG Advisors reported no remaining PDF Solutions position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 58 PDF Solutions shares in Q1 2014, an estimated $1K.
  • WFG Advisors first reported a position in PDF Solutions in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's PDF Solutions position peaked at $1K in Q4 2013.
  • 111 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.