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WFG Advisors’s SAP SAP Stock Holding History

WFG Advisors’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-169
Closed -$11.6K – 2215
2014
Q3 		$12K Sell
169
-49
-22% -$3.81K ﹤0.01% 1439
2014
Q2 		$17K Buy
218
+3
+1% +$233 ﹤0.01% 1334
2014
Q1 		$17K Hold
215
– – ﹤0.01% 1312
2013
Q4 		$19K Hold
215
– – ﹤0.01% 1367
2013
Q3 		$16K Hold
215
– – ﹤0.01% 1354
2013
Q2 		$16K Buy
+215
New +$16.7K ﹤0.01% 1298

Other funds holding SAP

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WFG Advisors's SAP Position: Q4 2014 in Review

WFG Advisors sold out of SAP (SAP) in Q4 2014, closing a stake of 169 shares — an estimated $11.6K sold.

WFG Advisors first reported a position in SAP in Q2 2013 and held it in 6 quarters. The position peaked at $19K in Q4 2013. 273 funds tracked by Wall St. Rank hold SAP as of Q4 2014.

  • WFG Advisors reported no remaining SAP position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 169 SAP shares in Q4 2014, an estimated $11.6K.
  • WFG Advisors first reported a position in SAP in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's SAP position peaked at $19K in Q4 2013.
  • 273 funds tracked by Wall St. Rank held SAP as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.