WA
TURN

WFG Advisors’s 180 Degree Capital TURN Stock Holding History

WFG Advisors’s Portfolio TURN Stock Details TURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,704
Closed -$16K – 1809
2015
Q1 		$16K Hold
1,704
– – ﹤0.01% 1058
2014
Q4 		$15K Sell
1,704
-401
-19% -$3.47K ﹤0.01% 1329
2014
Q3 		$19K Hold
2,105
– – ﹤0.01% 1302
2014
Q2 		$20K Hold
2,105
– – ﹤0.01% 1281
2014
Q1 		$22K Buy
2,105
+1,338
+174% +$12.7K ﹤0.01% 1222
2013
Q4 		$7K Sell
767
-733
-49% -$6.75K ﹤0.01% 1679
2013
Q3 		$14K Hold
1,500
– – ﹤0.01% 1411
2013
Q2 		$14K Buy
+1,500
New +$14.7K ﹤0.01% 1356

Other funds holding TURN

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's TURN Position: Q2 2015 in Review

WFG Advisors sold out of 180 Degree Capital (TURN) in Q2 2015, closing a stake of 1,704 shares — an estimated $16K sold.

WFG Advisors first reported a position in TURN in Q2 2013 and held it in 8 quarters. The position peaked at $22K in Q1 2014. 36 funds tracked by Wall St. Rank hold TURN as of Q2 2015.

  • WFG Advisors reported no remaining 180 Degree Capital position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 1,704 180 Degree Capital shares in Q2 2015, an estimated $16K.
  • WFG Advisors first reported a position in 180 Degree Capital in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's 180 Degree Capital position peaked at $22K in Q1 2014.
  • 36 funds tracked by Wall St. Rank held 180 Degree Capital as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.