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WFG Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

WFG Advisors’s Portfolio PFXF Stock Details PFXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-450
Closed -$8K – 2168
2013
Q4 		$8K Sell
450
-600
-57% -$11.5K ﹤0.01% 1643
2013
Q3 		$20K Hold
1,050
– – ﹤0.01% 1285
2013
Q2 		$21K Buy
+1,050
New +$21.4K ﹤0.01% 1199

Other funds holding PFXF

AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return

WFG Advisors's PFXF Position: Q1 2014 in Review

WFG Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2014, closing a stake of 450 shares — an estimated $8K sold.

WFG Advisors first reported a position in PFXF in Q2 2013 and held it in 3 quarters. The position peaked at $21K in Q2 2013. 23 funds tracked by Wall St. Rank hold PFXF as of Q1 2014.

  • WFG Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 450 VanEck Preferred Securities ex Financials ETF shares in Q1 2014, an estimated $8K.
  • WFG Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $21K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2014.

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