WFG Advisors, LP historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 13 quarters from 2013-06-30 to 2016-09-30, WFG Advisors, LP opened 35 positions, added to 220, reduced 190 and sold out of 51.
- Q3 2016: Stock BHP; Country of operation —; Class SPONSORED ADR; Shares before 20,831.
- Q3 2016: Stock VOD; Country of operation —; Class SPNSR ADR; Shares before 5,265.
- Q3 2016: Stock TEVA; Country of operation —; Class ADR; Shares before 2,080.
- Q3 2016: Stock ACGP; Country of operation United States; Class CL A; Shares before 174.
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 | BHP BHP BILLITON LTD | SPONSORED ADR | 20,831 | 22,912 | +2,081 | $595,000 | $794,000 | +$199,000 | 2016-11-14 | |
| Q3 2016 | VOD VODAFONE GROUP PLC NEW | SPNSR ADR | 5,265 | 5,279 | +14 | $163,000 | $154,000 | -$9,000 | 2016-11-14 | |
| Q3 2016 | TEVA TEVA PHARMACEUTICAL INDS LTD | ADR | 2,080 | 2,094 | +14 | $104,000 | $96,000 | -$8,000 | 2016-11-14 | |
| Q3 2016 | ACGP ASSOCIATED CAP GROUP INC | United States | CL A | 174 | 264 | +90 | $5,000 | $9,000 | +$4,000 | 2016-11-14 |
| Q3 2016 | WPP WPP PLC NEW | ADR | 80 | 81 | +1 | $8,000 | $10,000 | +$2,000 | 2016-11-14 | |
| Q3 2016 | RDY DR REDDYS LABS LTD | ADR | 154 | 155 | +1 | $8,000 | $7,000 | -$1,000 | 2016-11-14 | |
| Q3 2016 | WIT WIPRO LTD | SPON ADR 1 SH | 586 | 587 | +1 | $7,000 | $6,000 | -$1,000 | 2016-11-14 | |
| Q3 2016 | IEP ICAHN ENTERPRISES LP | United States | DEPOSITARY UNIT | 799 | 827 | +28 | $43,000 | $42,000 | -$1,000 | 2016-11-14 |
| Q3 2016 | NTPIF NAM TAI PPTY INC | British Virgin Islands | SHS | 225 | 226 | +1 | $1,000 | $2,000 | +$1,000 | 2016-11-14 |
| Q3 2016 | BCS BARCLAYS PLC | ADR | 109 | 110 | +1 | $1,000 | $1,000 | $0 | 2016-11-14 | |
| Q3 2016 | MUFG MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADR | 193 | 196 | +3 | $1,000 | $1,000 | $0 | 2016-11-14 | |
| Q3 2016 | RIO RIO TINTO PLC | SPONSORED ADR | 42 | 43 | +1 | $1,000 | $1,000 | $0 | 2016-11-14 | |
| Q3 2016 | SAN BANCO SANTANDER SA | ADR | 672 | 679 | +7 | $3,000 | $3,000 | $0 | 2016-11-14 | |
| Q3 2016 | NOK NOKIA CORP | SPONSORED ADR | 680 | 701 | +21 | $4,000 | $4,000 | $0 | 2016-11-14 |
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