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WFG Advisors’s World Acceptance Corp WRLD Stock Holding History

WFG Advisors’s Portfolio WRLD Stock Details WRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-300
Closed -$22K – 1823
2015
Q1 		$22K Hold
300
– – 0.01% 958
2014
Q4 		$24K Hold
300
– – ﹤0.01% 1162
2014
Q3 		$20K Hold
300
– – ﹤0.01% 1284
2014
Q2 		$23K Hold
300
– – ﹤0.01% 1225
2014
Q1 		$23K Buy
+300
New +$27.1K ﹤0.01% 1206

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $964M AUM 2.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

WFG Advisors's WRLD Position: Q2 2015 in Review

WFG Advisors sold out of World Acceptance Corp (WRLD) in Q2 2015, closing a stake of 300 shares — an estimated $22K sold.

WFG Advisors first reported a position in WRLD in Q1 2014 and held it in 5 quarters. The position peaked at $24K in Q4 2014. 161 funds tracked by Wall St. Rank hold WRLD as of Q2 2015.

  • WFG Advisors reported no remaining World Acceptance Corp position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 300 World Acceptance Corp shares in Q2 2015, an estimated $22K.
  • WFG Advisors first reported a position in World Acceptance Corp in Q1 2014 and held it in 5 quarters.
  • WFG Advisors's World Acceptance Corp position peaked at $24K in Q4 2014.
  • 161 funds tracked by Wall St. Rank held World Acceptance Corp as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.