WA
SANW

WFG Advisors’s S&W Seed Co SANW Stock Holding History

WFG Advisors’s Portfolio SANW Stock Details SANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-526
Closed -$74K – 2055
2014
Q1 		$74K Hold
526
– – 0.01% 750
2013
Q4 		$70K Hold
526
– – 0.01% 876
2013
Q3 		$84K Buy
526
+521
+10,420% +$78.3K 0.01% 755
2013
Q2 		$1K Buy
+5
New +$836 ﹤0.01% 1983

Other funds holding SANW

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
SC
Sophrosyne Capital New York $11.5M AUM 17.82% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFG Advisors's SANW Position: Q2 2014 in Review

WFG Advisors sold out of S&W Seed Co (SANW) in Q2 2014, closing a stake of 526 shares — an estimated $74K sold.

WFG Advisors first reported a position in SANW in Q2 2013 and held it in 4 quarters. The position peaked at $84K in Q3 2013. 26 funds tracked by Wall St. Rank hold SANW as of Q2 2014.

  • WFG Advisors reported no remaining S&W Seed Co position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 526 S&W Seed Co shares in Q2 2014, an estimated $74K.
  • WFG Advisors first reported a position in S&W Seed Co in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's S&W Seed Co position peaked at $84K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held S&W Seed Co as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.