WFG Advisors, LP historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, WFG Advisors, LP opened 63 positions, added to 88, reduced 92 and sold out of 81.
- Q3 2016: Stock BARCLAYS BK PLC; Country of operation —; Class BARC ETN+SHILL; Shares before 0.
- Q3 2016: Stock BARCLAYS BK PLC; Country of operation —; Class IPATH S&P MT ETN; Shares before 0.
- Q3 2016: Stock BARCLAYS BK PLC; Country of operation —; Class IPATH S&P500 VIX; Shares before 0.
- Q3 2016: Stock CREDIT SUISSE AG NASSAU BRH; Country of operation —; Class NT LKD 30; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1533892), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-09); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-12); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-24); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | BARCLAYS BK PLC
CUSIP 06742A669 | | BARC ETN+SHILL | 0 | 1,035 | +1,035 | $0 | $96,000 | +$96,000 | 2016-11-14 |
|---|
| Q3 2016 | BARCLAYS BK PLC
CUSIP 06740Q260 | | IPATH S&P MT ETN | 0 | 2,004 | +2,004 | $0 | $76,000 | +$76,000 | 2016-11-14 |
|---|
| Q3 2016 | BARCLAYS BK PLC
CUSIP 06740Q252 | | IPATH S&P500 VIX | 0 | 1,584 | +1,584 | $0 | $54,000 | +$54,000 | 2016-11-14 |
|---|
| Q3 2016 | CREDIT SUISSE AG NASSAU BRH
CUSIP 22539T274 | | NT LKD 30 | 0 | 552 | +552 | $0 | $10,000 | +$10,000 | 2016-11-14 |
|---|
| Q3 2016 | DONNELLEY R R & SONS CO
CUSIP 257867200 | | WHEN ISSUED | 0 | 29 | +29 | $0 | $0 | $0 | 2016-11-14 |
|---|
| Q2 2016 | BARCLAYS BK PLC
CUSIP 06742C129 | | BARC ETN EUR50 | 0 | 50 | +50 | $0 | $4,000 | +$4,000 | 2016-08-11 |
|---|
| Q2 2016 | TEEKAY OFFSHORE PARTNERS L P
CUSIP Y8565J101 | | PARTNERSHIP UN | 0 | 501 | +501 | $0 | $3,000 | +$3,000 | 2016-08-11 |
|---|
| Q1 2016 | CALUMET SPECIALTY PRODS PTNR
CUSIP 131476103 | United States | UT LTD PARTNER | 0 | 7,748 | +7,748 | $0 | $91,000 | +$91,000 | 2016-05-10 |
|---|
| Q1 2016 | CREDIT SUISSE AG NASSAU BRH
CUSIP 22539T316 | | VEL SH 3X LG CRD | 0 | 2,916 | +2,916 | $0 | $62,000 | +$62,000 | 2016-05-10 |
|---|
| Q1 2016 | BARCLAYS BANK PLC
CUSIP 06739H248 | | ETN DJUBS PMET38 | 0 | 660 | +660 | $0 | $35,000 | +$35,000 | 2016-05-10 |
|---|
| Q1 2016 | CREDIT SUISSE AG NASSAU BRH
CUSIP 22539T324 | | VEL SH 3X LG NAT | 0 | 484 | +484 | $0 | $12,000 | +$12,000 | 2016-05-10 |
|---|
| Q4 2015 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D381 | | VEL SH 3X LG NAT | 0 | 3,900 | +3,900 | $0 | $10,000 | +$10,000 | 2016-02-09 |
|---|
| Q3 2015 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D399 | | NT LKD 32 | 0 | 9,780 | +9,780 | $0 | $104,000 | +$104,000 | 2015-11-12 |
|---|
| Q3 2015 | UBS AG LONDON BRH
CUSIP 90269A302 | | ETRACS MTH2XRE | 0 | 845 | +845 | $0 | $12,000 | +$12,000 | 2015-11-12 |
|---|
| Q3 2015 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D381 | | NT LKD 32 | 0 | 1,680 | +1,680 | $0 | $11,000 | +$11,000 | 2015-11-12 |
|---|
| Q3 2015 | BARCLAYS BANK PLC
CUSIP 06739H297 | | ETN DJUBSCOFFE38 | 0 | 300 | +300 | $0 | $6,000 | +$6,000 | 2015-11-12 |
|---|
| Q3 2015 | FIAT CHRYSLER AUTOMOBILES N
CUSIP N31738110 | | MAN COV SEC 16 | 0 | 40 | +40 | $0 | $5,000 | +$5,000 | 2015-11-12 |
|---|
| Q2 2015 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D878 | | X LNG SHT EQUT | 0 | 440 | +440 | $0 | $11,000 | +$11,000 | 2015-08-13 |
|---|
| Q2 2015 | CREDIT SUISSE AG NASSAU BRH
CUSIP 22539T423 | | VELSHS DLY SHTRM | 0 | 220 | +220 | $0 | $2,000 | +$2,000 | 2015-08-13 |
|---|
| Q2 2015 | AEGON N V
CUSIP 007924103 | | NY REGISTRY SH | 0 | 75 | +75 | $0 | $1,000 | +$1,000 | 2015-08-13 |
|---|
| Q1 2015 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D589 | | VS 3XLGCRUDE ETN | 0 | 40,400 | +40,400 | $0 | $89,000 | +$89,000 | 2015-05-12 |
|---|
| Q1 2015 | DEUTSCHE BK AG LONDON BRH
CUSIP 25154K866 | | DB CRUDE OIL LNG | 0 | 7,000 | +7,000 | $0 | $48,000 | +$48,000 | 2015-05-12 |
|---|
| Q1 2015 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D688 | | 3X LONG GOLD | 0 | 2,954 | +2,954 | $0 | $32,000 | +$32,000 | 2015-05-12 |
|---|
| Q1 2015 | CREDIT SUISSE AG NASSAU BRH
CUSIP 22539T613 | | VELSHS DLY SHTRM | 0 | 1,500 | +1,500 | $0 | $3,000 | +$3,000 | 2015-05-12 |
|---|
| Q4 2014 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D795 | | INVRS VIX STERM | 0 | 18,619 | +18,619 | $0 | $580,000 | +$580,000 | 2015-02-12 |
|---|
| Q4 2014 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D530 | | VS 3XLNGNATGAS | 0 | 9,300 | +9,300 | $0 | $75,000 | +$75,000 | 2015-02-12 |
|---|
| Q4 2014 | UBS AG LONDON BRH
CUSIP 90268G607 | | ETRACS MP2X DJ | 0 | 250 | +250 | $0 | $13,000 | +$13,000 | 2015-02-12 |
|---|
| Q4 2014 | BARCLAYS BANK PLC
CUSIP 06739H750 | | ETN DJUBS ENRG37 | 0 | 348 | +348 | $0 | $4,000 | +$4,000 | 2015-02-12 |
|---|
| Q4 2014 | BARCLAYS BANK PLC
CUSIP 06739H644 | | ETN DJUBS NAT37 | 0 | 100 | +100 | $0 | $0 | $0 | 2015-02-12 |
|---|
| Q3 2014 | BARCLAYS BK PLC
CUSIP 06738G407 | | ETN DJUBS IND MT | 0 | 1,000 | +1,000 | $0 | $29,000 | +$29,000 | 2014-11-14 |
|---|
| Q3 2014 | POWERSHS DB MULTI SECT COMM
CUSIP 73936B507 | | DB OIL FUND | 0 | 681 | +681 | $0 | $18,000 | +$18,000 | 2014-11-14 |
|---|
| Q3 2014 | LINNCO LLC
CUSIP 535782106 | | COMSHS LTD INT | 0 | 500 | +500 | $0 | $14,000 | +$14,000 | 2014-11-14 |
|---|
| Q3 2014 | CURRENCYSHS BRIT POUND STER
CUSIP 23129S106 | | BRIT POUND STE | 0 | 42 | +42 | $0 | $7,000 | +$7,000 | 2014-11-14 |
|---|
| Q3 2014 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D829 | | INVRS VIX MDTERM | 0 | 168 | +168 | $0 | $7,000 | +$7,000 | 2014-11-14 |
|---|
| Q3 2014 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D571 | | ETN LKD 32 | 0 | 200 | +200 | $0 | $3,000 | +$3,000 | 2014-11-14 |
|---|
| Q2 2014 | ALON USA PARTNERS LP
CUSIP 02052T109 | | UT LTDPART INT | 0 | 1,257 | +1,257 | $0 | $23,000 | +$23,000 | 2014-08-12 |
|---|
| Q2 2014 | ROYAL BK OF SCOTLAND PLC
CUSIP 78009P192 | | ROGR ENH ENERG | 0 | 500 | +500 | $0 | $14,000 | +$14,000 | 2014-08-12 |
|---|
| Q1 2014 | ROYAL BK SCOTLAND PLC
CUSIP 78009L308 | | US LC TRENDP ETN | 0 | 2,785 | +2,785 | $0 | $103,000 | +$103,000 | 2014-04-24 |
|---|
| Q1 2014 | BARCLAYS BANK PLC
CUSIP 06739H297 | | ETN DJUBSCOFFE38 | 0 | 2,130 | +2,130 | $0 | $75,000 | +$75,000 | 2014-04-24 |
|---|
| Q1 2014 | ROYAL BK OF SCOTLAND PLC
CUSIP 78009P143 | | RBS NASD LKD41 | 0 | 1,340 | +1,340 | $0 | $49,000 | +$49,000 | 2014-04-24 |
|---|
| Q1 2014 | BARCLAYS BANK PLC
CUSIP 06739H743 | | ETN DJUBSLVSTK37 | 0 | 225 | +225 | $0 | $7,000 | +$7,000 | 2014-04-24 |
|---|
| Q1 2014 | CREDIT SUISSE AG NASSAU BRH
CUSIP 22539T613 | | EXCHTRADE SHTERM | 0 | 200 | +200 | $0 | $1,000 | +$1,000 | 2014-04-24 |
|---|
| Q1 2014 | DEUTSCHE BK AG LONDON BRH
CUSIP 25154W407 | | PWRSHR 3X GERM | 0 | 20 | +20 | $0 | $1,000 | +$1,000 | 2014-04-24 |
|---|
| Q1 2014 | CURRENCYSHARES SWEDISH KRONA
CUSIP 23129R108 | | SWEDISH KRONA | 0 | 3 | +3 | $0 | $0 | $0 | 2014-04-24 |
|---|
| Q4 2013 | UBS AG JERSEY BRANCH
CUSIP 902664200 | | 2XMN ALR MLP INF | 0 | 6,559 | +6,559 | $0 | $370,000 | +$370,000 | 2014-02-14 |
|---|
| Q4 2013 | POWERSHS DB MULTI SECT COMM
CUSIP 73936B101 | | DB ENERGY FUND | 0 | 3,476 | +3,476 | $0 | $101,000 | +$101,000 | 2014-02-14 |
|---|
| Q4 2013 | BARCLAYS BK PLC
CUSIP 06742E711 | | IPATH S&P500 VIX | 0 | 1,019 | +1,019 | $0 | $43,000 | +$43,000 | 2014-02-14 |
|---|
| Q4 2013 | BARCLAYS BK PLC
CUSIP 06739F101 | | ETN DJUBS COPR37 | 0 | 608 | +608 | $0 | $25,000 | +$25,000 | 2014-02-14 |
|---|
| Q4 2013 | BARCLAYS BANK PLC
CUSIP 06739H750 | | ETN DJUBS ENRG37 | 0 | 1,370 | +1,370 | $0 | $25,000 | +$25,000 | 2014-02-14 |
|---|
| Q4 2013 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D530 | | VS 3XLNGNATGAS | 0 | 380 | +380 | $0 | $3,000 | +$3,000 | 2014-02-14 |
|---|
| Q4 2013 | BARCLAYS BK PLC
CUSIP 06740L444 | | 30 YR TREAS BEAR | 0 | 57 | +57 | $0 | $2,000 | +$2,000 | 2014-02-14 |
|---|
| Q3 2013 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D878 | | EXCH NT LKD 20 | 0 | 25,005 | +25,005 | $0 | $578,000 | +$578,000 | 2013-10-31 |
|---|
| Q3 2013 | BARCLAYS BK PLC
CUSIP 06740L477 | | US TRES STEEP | 0 | 9,627 | +9,627 | $0 | $380,000 | +$380,000 | 2013-10-31 |
|---|
| Q3 2013 | DEUTSCHE BK AG LONDON BRH
CUSIP 25154P873 | | IDX EXCH NT30 | 0 | 16,025 | +16,025 | $0 | $310,000 | +$310,000 | 2013-10-31 |
|---|
| Q3 2013 | POWERSHS DB US DOLLAR INDEX
CUSIP 73936D107 | | DOLL INDX BULL | 0 | 8,126 | +8,126 | $0 | $176,000 | +$176,000 | 2013-10-31 |
|---|
| Q3 2013 | CREDIT SUISSE NASSAU BRH
CUSIP 22542D829 | | INVRS VIX MDTERM | 0 | 2,996 | +2,996 | $0 | $99,000 | +$99,000 | 2013-10-31 |
|---|
| Q3 2013 | CVR REFNG LP
CUSIP 12663P107 | | COMUNIT REP LT | 0 | 2,646 | +2,646 | $0 | $66,000 | +$66,000 | 2013-10-31 |
|---|
| Q3 2013 | UBS AG JERSEY BRH
CUSIP 902641810 | | CMCI GOLD ETN | 0 | 684 | +684 | $0 | $24,000 | +$24,000 | 2013-10-31 |
|---|
| Q3 2013 | POWERSHS DB MULTI SECT COMM
CUSIP 73936B200 | | DB PREC MTLS | 0 | 215 | +215 | $0 | $9,000 | +$9,000 | 2013-10-31 |
|---|
| Q3 2013 | MACQUARIE INFRASTR CO LLC
CUSIP 55608B105 | | MEMBERSHIP INT | 0 | 75 | +75 | $0 | $4,000 | +$4,000 | 2013-10-31 |
|---|
| Q3 2013 | BARCLAYS BK PLC
CUSIP 06740L493 | | 10 YR TREAS BULL | 0 | 42 | +42 | $0 | $3,000 | +$3,000 | 2013-10-31 |
|---|
| Q3 2013 | CURRENCYSHS BRIT POUND STER
CUSIP 23129S106 | | BRIT POUND STE | 0 | 1 | +1 | $0 | $0 | $0 | 2013-10-31 |
|---|
| Q3 2013 | BARCLAYS BANK PLC
CUSIP 06739H271 | | ETN DJUBSCOTTN38 | 0 | 3 | +3 | $0 | $0 | $0 | 2013-10-31 |
|---|
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