WA
WPT

WFG Advisors’s World Point Terminals, LP WPT Stock Holding History

WFG Advisors’s Portfolio WPT Stock Details WPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-800
Closed -$13K – 1742
2017
Q1 		$13K Buy
800
+400
+100% +$6.69K ﹤0.01% 1015
2016
Q4 		$7K Hold
400
– – ﹤0.01% 1214
2016
Q3 		$6K Buy
+400
New +$6.2K ﹤0.01% 1255

Other funds holding WPT

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WFG Advisors's WPT Position: Q2 2017 in Review

WFG Advisors sold out of World Point Terminals, LP (WPT) in Q2 2017, closing a stake of 800 shares — an estimated $13K sold.

WFG Advisors first reported a position in WPT in Q3 2016 and held it in 3 quarters. The position peaked at $13K in Q1 2017. 30 funds tracked by Wall St. Rank hold WPT as of Q2 2017.

  • WFG Advisors reported no remaining World Point Terminals, LP position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 800 World Point Terminals, LP shares in Q2 2017, an estimated $13K.
  • WFG Advisors first reported a position in World Point Terminals, LP in Q3 2016 and held it in 3 quarters.
  • WFG Advisors's World Point Terminals, LP position peaked at $13K in Q1 2017.
  • 30 funds tracked by Wall St. Rank held World Point Terminals, LP as of Q2 2017.

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