WFG Advisors’s UIL HOLDINGS UIL Stock Holding History

WFG Advisors’s Portfolio UIL Stock Details UIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-540	Closed	-$21K	–	2366
2013 Q4	$21K	Hold	540	–	–	﹤0.01%	1337
2013 Q3	$20K	Buy	+540	New	+$20.9K	﹤0.01%	1294

Other funds holding UIL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BIT

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

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

WFG Advisors's UIL Position: Q1 2014 in Review

WFG Advisors sold out of UIL HOLDINGS (UIL) in Q1 2014, closing a stake of 540 shares — an estimated $21K sold.

WFG Advisors first reported a position in UIL in Q3 2013 and held it in 2 quarters. The position peaked at $21K in Q4 2013. 193 funds tracked by Wall St. Rank hold UIL as of Q1 2014.

WFG Advisors reported no remaining UIL HOLDINGS position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 540 UIL HOLDINGS shares in Q1 2014, an estimated $21K.
WFG Advisors first reported a position in UIL HOLDINGS in Q3 2013 and held it in 2 quarters.
WFG Advisors's UIL HOLDINGS position peaked at $21K in Q4 2013.
193 funds tracked by Wall St. Rank held UIL HOLDINGS as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.