WA
TAO

WFG Advisors’s Invesco China Real Estate ETF TAO Stock Holding History

WFG Advisors’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$11K – 1824
2016
Q3 		$11K Buy
+500
New +$11K ﹤0.01% 1111
2015
Q1 		– Sell
-3,924
Closed -$82K – 2176
2014
Q4 		$82K Sell
3,924
-991
-20% -$21K 0.02% 706
2014
Q3 		$101K Sell
4,915
-1,675
-25% -$36.4K 0.02% 665
2014
Q2 		$133K Hold
6,590
– – 0.02% 562
2014
Q1 		$127K Buy
6,590
+2,740
+71% +$52K 0.03% 558
2013
Q4 		$77K Buy
+3,850
New +$82.1K 0.01% 846

Other funds holding TAO

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's TAO Position: Q4 2016 in Review

WFG Advisors sold out of Invesco China Real Estate ETF (TAO) in Q4 2016, closing a stake of 500 shares — an estimated $11K sold.

WFG Advisors first reported a position in TAO in Q4 2013 and held it in 6 quarters. The position peaked at $133K in Q2 2014. 14 funds tracked by Wall St. Rank hold TAO as of Q4 2016.

  • WFG Advisors reported no remaining Invesco China Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 500 Invesco China Real Estate ETF shares in Q4 2016, an estimated $11K.
  • WFG Advisors first reported a position in Invesco China Real Estate ETF in Q4 2013 and held it in 6 quarters.
  • WFG Advisors's Invesco China Real Estate ETF position peaked at $133K in Q2 2014.
  • 14 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.