WA
PER

WFG Advisors’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

WFG Advisors’s Portfolio PER Stock Details PER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-100
Closed – – 1732
2016
Q2 		$0 Hold
100
– – ﹤0.01% 1732
2016
Q1 		$0 Hold
100
– – ﹤0.01% 1731
2015
Q4 		$0 Hold
100
– – ﹤0.01% 1703
2015
Q3 		$0 Hold
100
– – ﹤0.01% 1753
2015
Q2 		$1K Hold
100
– – ﹤0.01% 1614
2015
Q1 		$1K Hold
100
– – ﹤0.01% 1692
2014
Q4 		$1K Sell
100
-15,000
-99% -$126K ﹤0.01% 2017
2014
Q3 		$147K Buy
15,100
+10,000
+196% +$117K 0.03% 528
2014
Q2 		$65K Buy
5,100
+100
+2% +$1.24K 0.01% 816
2014
Q1 		$60K Sell
5,000
-250
-5% -$3.16K 0.01% 838
2013
Q4 		$62K Buy
5,250
+1,280
+32% +$17.3K 0.01% 919
2013
Q3 		$56K Sell
3,970
-1,630
-29% -$24.3K 0.01% 888
2013
Q2 		$83K Buy
+5,600
New +$80.6K 0.01% 727

Other funds holding PER

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

WFG Advisors's PER Position: Q3 2016 in Review

WFG Advisors sold out of SANDRIDGE PERMIAN TRUST (PER) in Q3 2016, closing a stake of 100 shares.

WFG Advisors first reported a position in PER in Q2 2013 and held it in 13 quarters. The position peaked at $147K in Q3 2014. 43 funds tracked by Wall St. Rank hold PER as of Q3 2016.

  • WFG Advisors reported no remaining SANDRIDGE PERMIAN TRUST position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 100 SANDRIDGE PERMIAN TRUST shares in Q3 2016.
  • WFG Advisors first reported a position in SANDRIDGE PERMIAN TRUST in Q2 2013 and held it in 13 quarters.
  • WFG Advisors's SANDRIDGE PERMIAN TRUST position peaked at $147K in Q3 2014.
  • 43 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.