WFG Advisors’s Rambus RMBS Stock Holding History

WFG Advisors’s Portfolio RMBS Stock Details RMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-100	Closed	-$1K	–	2298
2013 Q3	$1K	Hold	100	–	–	﹤0.01%	2062
2013 Q2	$1K	Buy	+100	New	+$745	﹤0.01%	1978

Other funds holding RMBS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WFG Advisors's RMBS Position: Q4 2013 in Review

WFG Advisors sold out of Rambus (RMBS) in Q4 2013, closing a stake of 100 shares — an estimated $1K sold.

WFG Advisors first reported a position in RMBS in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 122 funds tracked by Wall St. Rank hold RMBS as of Q4 2013.

WFG Advisors reported no remaining Rambus position as of Q4 2013 after selling out during the quarter.
WFG Advisors sold 100 Rambus shares in Q4 2013, an estimated $1K.
WFG Advisors first reported a position in Rambus in Q2 2013 and held it in 2 quarters.
WFG Advisors's Rambus position peaked at $1K in Q3 2013.
122 funds tracked by Wall St. Rank held Rambus as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.