WA
TBAR

WFG Advisors’s ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) TBAR Stock Holding History

WFG Advisors’s Portfolio TBAR Stock Details TBAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,240
Closed -$156K – 2331
2014
Q3 		$156K Hold
6,240
– – 0.03% 513
2014
Q2 		$167K Sell
6,240
-480
-7% -$12.7K 0.03% 492
2014
Q1 		$181K Hold
6,720
– – 0.04% 458
2013
Q4 		$188K Hold
6,720
– – 0.03% 537
2013
Q3 		$188K Hold
6,720
– – 0.03% 507
2013
Q2 		$188K Buy
+6,720
New +$188K 0.03% 473

Other funds holding TBAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WFG Advisors's TBAR Position: Q4 2014 in Review

WFG Advisors sold out of ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) (TBAR) in Q4 2014, closing a stake of 6,240 shares — an estimated $156K sold.

WFG Advisors first reported a position in TBAR in Q2 2013 and held it in 6 quarters. The position peaked at $188K in Q4 2013. 19 funds tracked by Wall St. Rank hold TBAR as of Q4 2014.

  • WFG Advisors reported no remaining ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 6,240 ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) shares in Q4 2014, an estimated $156K.
  • WFG Advisors first reported a position in ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) position peaked at $188K in Q4 2013.
  • 19 funds tracked by Wall St. Rank held ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.