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WFG Advisors’s Global X Social Media ETF SOCL Stock Holding History

WFG Advisors’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-400
Closed -$7K – 2056
2014
Q4 		$7K Sell
400
-300
-43% -$5.62K ﹤0.01% 1574
2014
Q3 		$13K Hold
700
– – ﹤0.01% 1413
2014
Q2 		$14K Buy
+700
New +$12.7K ﹤0.01% 1393

Other funds holding SOCL

GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's SOCL Position: Q1 2015 in Review

WFG Advisors sold out of Global X Social Media ETF (SOCL) in Q1 2015, closing a stake of 400 shares — an estimated $7K sold.

WFG Advisors first reported a position in SOCL in Q2 2014 and held it in 3 quarters. The position peaked at $14K in Q2 2014. 28 funds tracked by Wall St. Rank hold SOCL as of Q1 2015.

  • WFG Advisors reported no remaining Global X Social Media ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 400 Global X Social Media ETF shares in Q1 2015, an estimated $7K.
  • WFG Advisors first reported a position in Global X Social Media ETF in Q2 2014 and held it in 3 quarters.
  • WFG Advisors's Global X Social Media ETF position peaked at $14K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2015.

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