WFG Advisors’s Pulmatrix PULM Stock Holding History

WFG Advisors’s Portfolio PULM Stock Details PULM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-20	Closed	-$35K	–	2007
2014 Q4	$35K	Hold	20	–	–	0.01%	1022
2014 Q3	$48K	Hold	20	–	–	0.01%	938
2014 Q2	$60K	Buy	+20	New	+$66K	0.01%	841

Other funds holding PULM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

WFG Advisors's PULM Position: Q1 2015 in Review

WFG Advisors sold out of Pulmatrix (PULM) in Q1 2015, closing a stake of 20 shares — an estimated $35K sold.

WFG Advisors first reported a position in PULM in Q2 2014 and held it in 3 quarters. The position peaked at $60K in Q2 2014. 3 funds tracked by Wall St. Rank hold PULM as of Q1 2015.

WFG Advisors reported no remaining Pulmatrix position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 20 Pulmatrix shares in Q1 2015, an estimated $35K.
WFG Advisors first reported a position in Pulmatrix in Q2 2014 and held it in 3 quarters.
WFG Advisors's Pulmatrix position peaked at $60K in Q2 2014.
3 funds tracked by Wall St. Rank held Pulmatrix as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.