WFG Advisors’s Tiptree Inc TIPT Stock Holding History

WFG Advisors’s Portfolio TIPT Stock Details TIPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$13K	Hold	1,800	–	–	﹤0.01%	1070
2017 Q1	$13K	Hold	1,800	–	–	﹤0.01%	1009
2016 Q4	$11K	Hold	1,800	–	–	﹤0.01%	1082
2016 Q3	$11K	Hold	1,800	–	–	﹤0.01%	1100
2016 Q2	$10K	Hold	1,800	–	–	﹤0.01%	1103
2016 Q1	$10K	Hold	1,800	–	–	﹤0.01%	1058
2015 Q4	$11K	Hold	1,800	–	–	﹤0.01%	1057
2015 Q3	$12K	Hold	1,800	–	–	﹤0.01%	1051
2015 Q2	$13K	Hold	1,800	–	–	﹤0.01%	1113
2015 Q1	$12K	Hold	1,800	–	–	﹤0.01%	1156
2014 Q4	$15K	Hold	1,800	–	–	﹤0.01%	1328
2014 Q3	$15K	Hold	1,800	–	–	﹤0.01%	1376
2014 Q2	$16K	Sell	1,800 -1,504	-46%	-$13.9K	﹤0.01%	1354
2014 Q1	$25K	Hold	3,304	–	–	0.01%	1180
2013 Q4	$24K	Hold	3,304	–	–	﹤0.01%	1280
2013 Q3	$25K	Buy	+3,304	New	+$25.4K	﹤0.01%	1191

Other funds holding TIPT

Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's TIPT Position: Q2 2017 in Review

WFG Advisors held its Tiptree Inc (TIPT) position steady in Q2 2017 at 1,800 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

WFG Advisors first reported a position in TIPT in Q3 2013 and has held it in 16 quarters since. The position peaked at $25K in Q1 2014. 50 funds tracked by Wall St. Rank hold TIPT as of Q2 2017.

WFG Advisors held 1,800 shares of Tiptree Inc worth $13K as of Q2 2017.
WFG Advisors left its Tiptree Inc share count unchanged in Q2 2017.
Tiptree Inc made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1070 holding.
WFG Advisors first reported a position in Tiptree Inc in Q3 2013 and has held it in 16 quarters since.
WFG Advisors's Tiptree Inc position peaked at $25K in Q1 2014.
50 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.