WFG Advisors’s RE/MAX Holdings RMAX Stock Holding History

WFG Advisors’s Portfolio RMAX Stock Details RMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-41	Closed	-$1K	–	2183
2013 Q4	$1K	Buy	+41	New	+$1.21K	﹤0.01%	2114

Other funds holding RMAX

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RCM

Roystone Capital Management New York $590M AUM 11.49% 1-Year Est. Return

WFG Advisors's RMAX Position: Q1 2014 in Review

WFG Advisors sold out of RE/MAX Holdings (RMAX) in Q1 2014, closing a stake of 41 shares — an estimated $1K sold.

WFG Advisors first reported a position in RMAX in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 69 funds tracked by Wall St. Rank hold RMAX as of Q1 2014.

WFG Advisors reported no remaining RE/MAX Holdings position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 41 RE/MAX Holdings shares in Q1 2014, an estimated $1K.
WFG Advisors first reported a position in RE/MAX Holdings in Q4 2013 and held it in 1 quarter.
WFG Advisors's RE/MAX Holdings position peaked at $1K in Q4 2013.
69 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q1 2014.

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