WFG Advisors’s Yanzhou Coal Mining YZC Stock Holding History

WFG Advisors’s Portfolio YZC Stock Details YZC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-75	Closed	-$1K	–	2430
2013 Q3	$1K	Hold	75	–	–	﹤0.01%	2136
2013 Q2	$1K	Buy	+75	New	+$777	﹤0.01%	2070

Other funds holding YZC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SLG

Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WFG Advisors's YZC Position: Q4 2013 in Review

WFG Advisors sold out of Yanzhou Coal Mining (YZC) in Q4 2013, closing a stake of 75 shares — an estimated $1K sold.

WFG Advisors first reported a position in YZC in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 53 funds tracked by Wall St. Rank hold YZC as of Q4 2013.

WFG Advisors reported no remaining Yanzhou Coal Mining position as of Q4 2013 after selling out during the quarter.
WFG Advisors sold 75 Yanzhou Coal Mining shares in Q4 2013, an estimated $1K.
WFG Advisors first reported a position in Yanzhou Coal Mining in Q2 2013 and held it in 2 quarters.
WFG Advisors's Yanzhou Coal Mining position peaked at $1K in Q3 2013.
53 funds tracked by Wall St. Rank held Yanzhou Coal Mining as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.