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WFG Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

WFG Advisors’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,850
Closed -$35K – 1646
2015
Q3 		$35K Buy
1,850
+837
+83% +$18.7K 0.01% 750
2015
Q2 		$27K Hold
1,013
– – 0.01% 896
2015
Q1 		$30K Buy
1,013
+500
+97% +$15.1K 0.01% 874
2014
Q4 		$16K Buy
513
+8
+2% +$271 ﹤0.01% 1307
2014
Q3 		$18K Buy
505
+5
+1% +$204 ﹤0.01% 1321
2014
Q2 		$20K Buy
+500
New +$19.8K ﹤0.01% 1279

Other funds holding PICK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return