WFG Advisors’s AMERICAN MUNI INCM PTFL INC XAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-1,898
Closed -$28K 2359
2014
Q3
$28K Buy
1,898
+31
+2% +$447 0.01% 1155
2014
Q2
$27K Buy
1,867
+31
+2% +$444 0.01% 1156
2014
Q1
$26K Buy
1,836
+32
+2% +$446 0.01% 1168
2013
Q4
$23K Sell
1,804
-1,293
-42% -$17.4K ﹤0.01% 1309
2013
Q3
$44K Buy
3,097
+31
+1% +$425 0.01% 983
2013
Q2
$45K Buy
+3,066
New +$47.5K 0.01% 930

WFG Advisors's XAA Position: Q4 2014 in Review

WFG Advisors sold out of AMERICAN MUNI INCM PTFL INC (XAA) in Q4 2014, closing a stake of 1,898 shares — an estimated $28K sold.

WFG Advisors first reported a position in XAA in Q2 2013 and held it in 6 quarters. The position peaked at $45K in Q2 2013. 0 funds tracked by Wall St. Rank hold XAA as of Q4 2014.

  • WFG Advisors reported no remaining AMERICAN MUNI INCM PTFL INC position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 1,898 AMERICAN MUNI INCM PTFL INC shares in Q4 2014, an estimated $28K.
  • WFG Advisors first reported a position in AMERICAN MUNI INCM PTFL INC in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's AMERICAN MUNI INCM PTFL INC position peaked at $45K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held AMERICAN MUNI INCM PTFL INC as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.