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Disclosery

WFG Advisors, LP: MSEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFG Advisors, LP on MSEX, newest first. How the timeline and the estimate are built.

WFG Advisors, LP held 115,668 MSEX shares at 2017-06-30 per its 13F-HR filed 2017-08-18.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 115,668 shares
    Change vs previous 13F +20,415 shares

    1.04% of the 13F portfolio, value $4,580,000.

    13F-HR 0001580642-17-004497 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 95,253 shares
    Change vs previous 13F -9,240 shares

    0.94% of the 13F portfolio, value $3,520,000.

    13F-HR 0001580642-17-002922 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F/A 104,493 shares
    Change vs previous 13F -1,042 shares

    1.1% of the 13F portfolio, value $4,487,000.

    13F-HR/A 0001580642-17-001343 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 105,535 shares
    Change vs previous 13F -3,166 shares

    0.93% of the 13F portfolio, value $3,719,000.

    13F-HR 0001580642-16-012052 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 108,701 shares
    Change vs previous 13F -21,095 shares

    1.26% of the 13F portfolio, value $4,715,000.

    13F-HR 0001580642-16-010192 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 129,796 shares
    Change vs previous 13F +8,220 shares

    1.16% of the 13F portfolio, value $4,004,000.

    13F-HR 0001580642-16-008609 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 121,576 shares
    Change vs previous 13F +3,571 shares

    0.96% of the 13F portfolio, value $3,227,000.

    13F-HR 0001580642-16-006748 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 118,005 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,813,000.

    13F-HR 0001580642-15-005172 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).