WA
XONE

WFG Advisors’s The ExOne Company XONE Stock Holding History

WFG Advisors’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-300
Closed -$18K – 2289
2013
Q4 		$18K Buy
300
+230
+329% +$12.5K ﹤0.01% 1388
2013
Q3 		$3K Sell
70
-980
-93% -$61.4K ﹤0.01% 1883
2013
Q2 		$65K Buy
+1,050
New +$44.3K 0.01% 795

Other funds holding XONE

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

WFG Advisors's XONE Position: Q1 2014 in Review

WFG Advisors sold out of The ExOne Company (XONE) in Q1 2014, closing a stake of 300 shares — an estimated $18K sold.

WFG Advisors first reported a position in XONE in Q2 2013 and held it in 3 quarters. The position peaked at $65K in Q2 2013. 91 funds tracked by Wall St. Rank hold XONE as of Q1 2014.

  • WFG Advisors reported no remaining The ExOne Company position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 300 The ExOne Company shares in Q1 2014, an estimated $18K.
  • WFG Advisors first reported a position in The ExOne Company in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's The ExOne Company position peaked at $65K in Q2 2013.
  • 91 funds tracked by Wall St. Rank held The ExOne Company as of Q1 2014.

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