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WFG Advisors’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

WFG Advisors’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-205
Closed -$16K – 2239
2013
Q4 		$16K Hold
205
– – ﹤0.01% 1434
2013
Q3 		$15K Hold
205
– – ﹤0.01% 1383
2013
Q2 		$14K Buy
+205
New +$14.5K ﹤0.01% 1358

Other funds holding VLU

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

WFG Advisors's VLU Position: Q1 2014 in Review

WFG Advisors sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2014, closing a stake of 205 shares — an estimated $16K sold.

WFG Advisors first reported a position in VLU in Q2 2013 and held it in 3 quarters. The position peaked at $16K in Q4 2013. 4 funds tracked by Wall St. Rank hold VLU as of Q1 2014.

  • WFG Advisors reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 205 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2014, an estimated $16K.
  • WFG Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $16K in Q4 2013.
  • 4 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2014.

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