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WFG Advisors’s PennantPark Floating Rate Capital PFLT Stock Holding History

WFG Advisors’s Portfolio PFLT Stock Details PFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,100
Closed -$15K – 1635
2017
Q1 		$15K Buy
+1,100
New +$15.3K ﹤0.01% 964

Other funds holding PFLT

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return
IP
Ironsides Partners Boston, Massachusetts $27.7M AUM 1.11% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's PFLT Position: Q2 2017 in Review

WFG Advisors sold out of PennantPark Floating Rate Capital (PFLT) in Q2 2017, closing a stake of 1,100 shares — an estimated $15K sold.

WFG Advisors first reported a position in PFLT in Q1 2017 and held it in 1 quarter. The position peaked at $15K in Q1 2017. 82 funds tracked by Wall St. Rank hold PFLT as of Q2 2017.

  • WFG Advisors reported no remaining PennantPark Floating Rate Capital position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 1,100 PennantPark Floating Rate Capital shares in Q2 2017, an estimated $15K.
  • WFG Advisors first reported a position in PennantPark Floating Rate Capital in Q1 2017 and held it in 1 quarter.
  • WFG Advisors's PennantPark Floating Rate Capital position peaked at $15K in Q1 2017.
  • 82 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q2 2017.

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