WA
UNTD

WFG Advisors’s UNITED ONLINE INC COM NEW UNTD Stock Holding History

WFG Advisors’s Portfolio UNTD Stock Details UNTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-356
Closed -$5K – 2355
2013
Q4 		$5K Buy
+356
New +$10.9K ﹤0.01% 1777
2013
Q3 		– Sell
-357
Closed -$19K – 2322
2013
Q2 		$19K Buy
+357
New +$16.6K ﹤0.01% 1242

Other funds holding UNTD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WFG Advisors's UNTD Position: Q1 2014 in Review

WFG Advisors sold out of UNITED ONLINE INC COM NEW (UNTD) in Q1 2014, closing a stake of 356 shares — an estimated $5K sold.

WFG Advisors first reported a position in UNTD in Q2 2013 and held it in 2 quarters. The position peaked at $19K in Q2 2013. 105 funds tracked by Wall St. Rank hold UNTD as of Q1 2014.

  • WFG Advisors reported no remaining UNITED ONLINE INC COM NEW position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 356 UNITED ONLINE INC COM NEW shares in Q1 2014, an estimated $5K.
  • WFG Advisors first reported a position in UNITED ONLINE INC COM NEW in Q2 2013 and held it in 2 quarters.
  • WFG Advisors's UNITED ONLINE INC COM NEW position peaked at $19K in Q2 2013.
  • 105 funds tracked by Wall St. Rank held UNITED ONLINE INC COM NEW as of Q1 2014.

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