WFG Advisors’s Uranium Energy UEC Stock Holding History

WFG Advisors’s Portfolio UEC Stock Details UEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-5,000	Closed	-$8K	–	1711
2015 Q2	$8K	Buy	+5,000	New	+$11.4K	﹤0.01%	1256
2015 Q1	–	Sell	-10,000	Closed	-$18K	–	2086
2014 Q4	$18K	Sell	10,000 -15,000	-60%	-$22.5K	﹤0.01%	1264
2014 Q3	$31K	Sell	25,000 -18,000	-42%	-$27.2K	0.01%	1108
2014 Q2	$67K	Sell	43,000 -8,500	-17%	-$12K	0.01%	807
2014 Q1	$68K	Buy	+51,500	New	+$89.1K	0.01%	783

Other funds holding UEC

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WFG Advisors's UEC Position: Q3 2015 in Review

WFG Advisors sold out of Uranium Energy (UEC) in Q3 2015, closing a stake of 5,000 shares — an estimated $8K sold.

WFG Advisors first reported a position in UEC in Q1 2014 and held it in 5 quarters. The position peaked at $68K in Q1 2014. 68 funds tracked by Wall St. Rank hold UEC as of Q3 2015.

WFG Advisors reported no remaining Uranium Energy position as of Q3 2015 after selling out during the quarter.
WFG Advisors sold 5,000 Uranium Energy shares in Q3 2015, an estimated $8K.
WFG Advisors first reported a position in Uranium Energy in Q1 2014 and held it in 5 quarters.
WFG Advisors's Uranium Energy position peaked at $68K in Q1 2014.
68 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.