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WFG Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

WFG Advisors’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-20
Closed -$1K – 2092
2014
Q4 		$1K Hold
20
– – ﹤0.01% 1998
2014
Q3 		$1K Hold
20
– – ﹤0.01% 2014
2014
Q2 		$1K Hold
20
– – ﹤0.01% 1927
2014
Q1 		$1K Hold
20
– – ﹤0.01% 1918
2013
Q4 		$1K Hold
20
– – ﹤0.01% 2131
2013
Q3 		$1K Hold
20
– – ﹤0.01% 2081
2013
Q2 		$1K Buy
+20
New +$880 ﹤0.01% 1995

Other funds holding VAC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WFG Advisors's VAC Position: Q1 2015 in Review

WFG Advisors sold out of Marriott Vacations Worldwide (VAC) in Q1 2015, closing a stake of 20 shares — an estimated $1K sold.

WFG Advisors first reported a position in VAC in Q2 2013 and held it in 7 quarters. The position peaked at $1K in Q4 2014. 238 funds tracked by Wall St. Rank hold VAC as of Q1 2015.

  • WFG Advisors reported no remaining Marriott Vacations Worldwide position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 20 Marriott Vacations Worldwide shares in Q1 2015, an estimated $1K.
  • WFG Advisors first reported a position in Marriott Vacations Worldwide in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Marriott Vacations Worldwide position peaked at $1K in Q4 2014.
  • 238 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.