WA
SNDS

WFG Advisors’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

WFG Advisors’s Portfolio SNDS Stock Details SNDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$11K Hold
574
– – ﹤0.01% 1125
2017
Q1 		$11K Hold
574
– – ﹤0.01% 1065
2016
Q4 		$11K Sell
574
-231
-29% -$4.43K ﹤0.01% 1094
2016
Q3 		$16K Sell
805
-197
-20% -$3.92K ﹤0.01% 1013
2016
Q2 		$19K Sell
1,002
-923
-48% -$17.5K 0.01% 934
2016
Q1 		$35K Sell
1,925
-174
-8% -$3.16K 0.01% 762
2015
Q4 		$37K Sell
2,099
-168
-7% -$2.96K 0.01% 746
2015
Q3 		$40K Sell
2,267
-196
-8% -$3.46K 0.01% 713
2015
Q2 		$50K Buy
2,463
+41
+2% +$832 0.01% 732
2015
Q1 		$51K Sell
2,422
-687
-22% -$14.5K 0.01% 728
2014
Q4 		$67K Sell
3,109
-2,307
-43% -$49.7K 0.01% 778
2014
Q3 		$125K Buy
5,416
+263
+5% +$6.07K 0.02% 587
2014
Q2 		$126K Buy
5,153
+500
+11% +$12.2K 0.02% 580
2014
Q1 		$109K Buy
4,653
+253
+6% +$5.93K 0.02% 615
2013
Q4 		$102K Buy
+4,400
New +$102K 0.01% 733

Other funds holding SNDS

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WFG Advisors's SNDS Position: Q2 2017 in Review

WFG Advisors held its SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) position steady in Q2 2017 at 574 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

WFG Advisors first reported a position in SNDS in Q4 2013 and has held it in 15 quarters since. The position peaked at $126K in Q2 2014. 26 funds tracked by Wall St. Rank hold SNDS as of Q2 2017.

  • WFG Advisors held 574 shares of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF worth $11K as of Q2 2017.
  • WFG Advisors left its SUSTAINABLE NORTH AMERICAN OIL SANDS ETF share count unchanged in Q2 2017.
  • SUSTAINABLE NORTH AMERICAN OIL SANDS ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1125 holding.
  • WFG Advisors first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q4 2013 and has held it in 15 quarters since.
  • WFG Advisors's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $126K in Q2 2014.
  • 26 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.