WFG Advisors’s SANDRIDGE MISSISSIPPIAN TRUST II SDR Stock Holding History

WFG Advisors’s Portfolio SDR Stock Details SDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-902	Closed	-$1K	–	1858
2016 Q3	$1K	Buy	902 +29	+3%	+$46	﹤0.01%	1552
2016 Q2	$1K	Buy	873 +53	+6%	+$102	﹤0.01%	1547
2016 Q1	$1K	Buy	820 +87	+12%	+$149	﹤0.01%	1513
2015 Q4	$1K	Buy	733 +63	+9%	+$152	﹤0.01%	1551
2015 Q3	$2K	Buy	670 +59	+10%	+$184	﹤0.01%	1463
2015 Q2	$3K	Buy	611 +36	+6%	+$165	﹤0.01%	1454
2015 Q1	$2K	Buy	575 +45	+8%	+$196	﹤0.01%	1602
2014 Q4	$2K	Buy	+530	New	+$2.68K	﹤0.01%	1921
2013 Q4	–	Sell	-765	Closed	-$10K	–	2427
2013 Q3	$10K	Buy	+765	New	+$10.5K	﹤0.01%	1545

Other funds holding SDR

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's SDR Position: Q4 2016 in Review

WFG Advisors sold out of SANDRIDGE MISSISSIPPIAN TRUST II (SDR) in Q4 2016, closing a stake of 902 shares — an estimated $1K sold.

WFG Advisors first reported a position in SDR in Q3 2013 and held it in 9 quarters. The position peaked at $10K in Q3 2013. 24 funds tracked by Wall St. Rank hold SDR as of Q4 2016.

WFG Advisors reported no remaining SANDRIDGE MISSISSIPPIAN TRUST II position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 902 SANDRIDGE MISSISSIPPIAN TRUST II shares in Q4 2016, an estimated $1K.
WFG Advisors first reported a position in SANDRIDGE MISSISSIPPIAN TRUST II in Q3 2013 and held it in 9 quarters.
WFG Advisors's SANDRIDGE MISSISSIPPIAN TRUST II position peaked at $10K in Q3 2013.
24 funds tracked by Wall St. Rank held SANDRIDGE MISSISSIPPIAN TRUST II as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.