WFG Advisors’s RetailMeNot, Inc. Series 1 SALE Stock Holding History

WFG Advisors’s Portfolio SALE Stock Details SALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-150	Closed	-$4K	–	2339
2013 Q4	$4K	Hold	150	–	–	﹤0.01%	1833
2013 Q3	$5K	Buy	+150	New	+$4.81K	﹤0.01%	1760

Other funds holding SALE

NVPX

Norwest Venture Partners XI Palo Alto, California $32.1M AUM 15.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

SCA

SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return

SRFM

Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CWAM

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

CCM

Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return

WFG Advisors's SALE Position: Q1 2014 in Review

WFG Advisors sold out of RetailMeNot, Inc. Series 1 (SALE) in Q1 2014, closing a stake of 150 shares — an estimated $4K sold.

WFG Advisors first reported a position in SALE in Q3 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 125 funds tracked by Wall St. Rank hold SALE as of Q1 2014.

WFG Advisors reported no remaining RetailMeNot, Inc. Series 1 position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 150 RetailMeNot, Inc. Series 1 shares in Q1 2014, an estimated $4K.
WFG Advisors first reported a position in RetailMeNot, Inc. Series 1 in Q3 2013 and held it in 2 quarters.
WFG Advisors's RetailMeNot, Inc. Series 1 position peaked at $5K in Q3 2013.
125 funds tracked by Wall St. Rank held RetailMeNot, Inc. Series 1 as of Q1 2014.

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