WFG Advisors’s Global X Uranium ETF URA Stock Holding History

WFG Advisors’s Portfolio URA Stock Details URA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$7K	Sell	500 -1,550	-76%	-$21.1K	﹤0.01%	1227
2017 Q1	$39K	Buy	2,050 +650	+46%	+$10.6K	0.01%	727
2016 Q4	$35K	Buy	1,400 +1,315	+1,547%	+$16.7K	0.01%	803
2016 Q3	$1K	Hold	85	–	–	﹤0.01%	1507
2016 Q2	$1K	Hold	85	–	–	﹤0.01%	1498
2016 Q1	$1K	Buy	85 +2	+2%	+$26	﹤0.01%	1459
2015 Q4	$1K	Hold	83	–	–	﹤0.01%	1496
2015 Q3	$1K	Hold	83	–	–	﹤0.01%	1529
2015 Q2	$2K	Hold	83	–	–	﹤0.01%	1502
2015 Q1	$2K	Hold	83	–	–	﹤0.01%	1571
2014 Q4	$2K	Hold	83	–	–	﹤0.01%	1880
2014 Q3	$2K	Hold	83	–	–	﹤0.01%	1901
2014 Q2	$2K	Hold	83	–	–	﹤0.01%	1842
2014 Q1	$3K	Hold	83	–	–	﹤0.01%	1759
2013 Q4	$3K	Hold	83	–	–	﹤0.01%	1903
2013 Q3	$3K	Hold	83	–	–	﹤0.01%	1870
2013 Q2	$3K	Buy	+83	New	+$2.9K	﹤0.01%	1795

Other funds holding URA

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WFG Advisors's URA Position: Q2 2017 in Review

WFG Advisors reduced its Global X Uranium ETF (URA) stake by 76% in Q2 2017, selling an estimated $21.1K and leaving 500 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

WFG Advisors first reported a position in URA in Q2 2013 and has held it in 17 quarters since. The position peaked at $39K in Q1 2017. 49 funds tracked by Wall St. Rank hold URA as of Q2 2017.

WFG Advisors held 500 shares of Global X Uranium ETF worth $7K as of Q2 2017.
WFG Advisors sold 1,550 Global X Uranium ETF shares in Q2 2017, an estimated $21.1K.
Global X Uranium ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1227 holding.
WFG Advisors first reported a position in Global X Uranium ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Global X Uranium ETF position peaked at $39K in Q1 2017.
49 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2017.

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