WFG Advisors, LP quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2016-06-30 to 2016-09-30, WFG Advisors, LP opened 1 positions, added to 14, reduced 13, sold out of 2 and left 16 unchanged. The largest increase in value was HSBC (+$497,000); the largest decrease was RYAAY (-$82,000).
- HSBC: Country of operation —; Class SPON ADR NEW; Shares 2016-06-30 85,823; Shares 2016-09-30 84,650.
- RYAAY: Country of operation —; Class SPONSORED ADR NE; Shares 2016-06-30 1,400; Shares 2016-09-30 200.
- NVO: Country of operation —; Class ADR; Shares 2016-06-30 1,693; Shares 2016-09-30 695.
- BP: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 59,061; Shares 2016-09-30 58,827.
Two Form 13F-HR filings compared (SEC CIK 1533892): 2016-06-30 (filed 2016-08-11) and 2016-09-30 (filed 2016-11-14). 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; share change is the position change.
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