WA
SWS

WFG Advisors’s SWS GROUP INC SWS Stock Holding History

WFG Advisors’s Portfolio SWS Stock Details SWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,000
Closed -$30K – 2145
2014
Q1 		$30K Sell
4,000
-4,500
-53% -$34.5K 0.01% 1105
2013
Q4 		$52K Buy
8,500
+2,000
+31% +$11.8K 0.01% 994
2013
Q3 		$36K Hold
6,500
– – 0.01% 1059
2013
Q2 		$35K Buy
+6,500
New +$37.6K 0.01% 1022

Other funds holding SWS

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

WFG Advisors's SWS Position: Q2 2014 in Review

WFG Advisors sold out of SWS GROUP INC (SWS) in Q2 2014, closing a stake of 4,000 shares — an estimated $30K sold.

WFG Advisors first reported a position in SWS in Q2 2013 and held it in 4 quarters. The position peaked at $52K in Q4 2013. 106 funds tracked by Wall St. Rank hold SWS as of Q2 2014.

  • WFG Advisors reported no remaining SWS GROUP INC position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 4,000 SWS GROUP INC shares in Q2 2014, an estimated $30K.
  • WFG Advisors first reported a position in SWS GROUP INC in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's SWS GROUP INC position peaked at $52K in Q4 2013.
  • 106 funds tracked by Wall St. Rank held SWS GROUP INC as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.