WA
SPAN

WFG Advisors’s Span-America Medical Systems I SPAN Stock Holding History

WFG Advisors’s Portfolio SPAN Stock Details SPAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-204
Closed -$4K – 2425
2013
Q4 		$4K Sell
204
-864
-81% -$16.8K ﹤0.01% 1848
2013
Q3 		$23K Buy
+1,068
New +$22.5K ﹤0.01% 1232

Other funds holding SPAN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $1.83B AUM 15.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return

WFG Advisors's SPAN Position: Q1 2014 in Review

WFG Advisors sold out of Span-America Medical Systems I (SPAN) in Q1 2014, closing a stake of 204 shares — an estimated $4K sold.

WFG Advisors first reported a position in SPAN in Q3 2013 and held it in 2 quarters. The position peaked at $23K in Q3 2013. 20 funds tracked by Wall St. Rank hold SPAN as of Q1 2014.

  • WFG Advisors reported no remaining Span-America Medical Systems I position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 204 Span-America Medical Systems I shares in Q1 2014, an estimated $4K.
  • WFG Advisors first reported a position in Span-America Medical Systems I in Q3 2013 and held it in 2 quarters.
  • WFG Advisors's Span-America Medical Systems I position peaked at $23K in Q3 2013.
  • 20 funds tracked by Wall St. Rank held Span-America Medical Systems I as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.