WFG Advisors, LP historic quarter change: Foreign Stocks, Reduced
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 HSBC; Country of operation —; Class SPON ADR NEW; Shares before 85,823.
- Q3 2016: Stock RYAAY; Country of operation —; Class SPONSORED ADR NE; Shares before 1,400.
- Q3 2016: Stock NVO; Country of operation —; Class ADR; Shares before 1,693.
- Q3 2016: Stock BP; Country of operation —; Class SPONSORED ADR; Shares before 59,061.
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.
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