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WFG Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

WFG Advisors’s Portfolio TPVG Stock Details TPVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$69K Buy
5,210
+2,610
+100% +$35.6K 0.02% 625
2017
Q1 		$36K Buy
+2,600
New +$34.4K 0.01% 749

Other funds holding TPVG

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WFG Advisors's TPVG Position: Q2 2017 in Review

WFG Advisors increased its TriplePoint Venture Growth BDC (TPVG) stake by 100% in Q2 2017, buying an estimated $35.6K and bringing the position to 5,210 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #625.

WFG Advisors first reported a position in TPVG in Q1 2017 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold TPVG as of Q2 2017.

  • WFG Advisors held 5,210 shares of TriplePoint Venture Growth BDC worth $69K as of Q2 2017.
  • WFG Advisors bought 2,610 TriplePoint Venture Growth BDC shares in Q2 2017, an estimated $35.6K.
  • TriplePoint Venture Growth BDC made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #625 holding.
  • WFG Advisors first reported a position in TriplePoint Venture Growth BDC in Q1 2017 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2017.

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