WFG Advisors’s TAL Education Group TAL Stock Holding History

WFG Advisors’s Portfolio TAL Stock Details TAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-7,416	Closed	-$35K	–	2074
2014 Q4	$35K	Sell	7,416 -3,000	-29%	-$15.7K	0.01%	1023
2014 Q3	$61K	Buy	10,416 +1,200	+13%	+$6.38K	0.01%	853
2014 Q2	$42K	Buy	9,216 +600	+7%	+$2.37K	0.01%	981
2014 Q1	$32K	Buy	8,616 +1,050	+14%	+$4.15K	0.01%	1077
2013 Q4	$28K	Buy	7,566 +150	+2%	+$462	﹤0.01%	1206
2013 Q3	$18K	Buy	+7,416	New	+$15.1K	﹤0.01%	1317

Other funds holding TAL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's TAL Position: Q1 2015 in Review

WFG Advisors sold out of TAL Education Group (TAL) in Q1 2015, closing a stake of 7,416 shares — an estimated $35K sold.

WFG Advisors first reported a position in TAL in Q3 2013 and held it in 6 quarters. The position peaked at $61K in Q3 2014. 90 funds tracked by Wall St. Rank hold TAL as of Q1 2015.

WFG Advisors reported no remaining TAL Education Group position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 7,416 TAL Education Group shares in Q1 2015, an estimated $35K.
WFG Advisors first reported a position in TAL Education Group in Q3 2013 and held it in 6 quarters.
WFG Advisors's TAL Education Group position peaked at $61K in Q3 2014.
90 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2015.

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