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WFG Advisors’s Sally Beauty Holdings SBH Stock Holding History

WFG Advisors’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-166
Closed -$5K – 2033
2014
Q4 		$5K Hold
166
– – ﹤0.01% 1645
2014
Q3 		$5K Hold
166
– – ﹤0.01% 1673
2014
Q2 		$4K Hold
166
– – ﹤0.01% 1718
2014
Q1 		$5K Hold
166
– – ﹤0.01% 1628
2013
Q4 		$5K Hold
166
– – ﹤0.01% 1759
2013
Q3 		$4K Hold
166
– – ﹤0.01% 1801
2013
Q2 		$5K Buy
+166
New +$5.02K ﹤0.01% 1673

Other funds holding SBH

JSP
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WFG Advisors's SBH Position: Q1 2015 in Review

WFG Advisors sold out of Sally Beauty Holdings (SBH) in Q1 2015, closing a stake of 166 shares — an estimated $5K sold.

WFG Advisors first reported a position in SBH in Q2 2013 and held it in 7 quarters. The position peaked at $5K in Q4 2014. 226 funds tracked by Wall St. Rank hold SBH as of Q1 2015.

  • WFG Advisors reported no remaining Sally Beauty Holdings position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 166 Sally Beauty Holdings shares in Q1 2015, an estimated $5K.
  • WFG Advisors first reported a position in Sally Beauty Holdings in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Sally Beauty Holdings position peaked at $5K in Q4 2014.
  • 226 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.