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Disclosery

WFG Advisors, LP: QVAL position timeline

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

WFG Advisors, LP held 65,960 QVAL 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 65,960 shares
    Change vs previous 13F +28,918 shares

    0.38% of the 13F portfolio, value $1,684,000.

    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 37,042 shares
    Change vs previous 13F -27,492 shares

    0.25% of the 13F portfolio, value $940,000.

    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 64,534 shares
    Change vs previous 13F +1,575 shares

    0.39% of the 13F portfolio, value $1,597,000.

    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 62,959 shares
    Change vs previous 13F -3,327 shares

    0.36% of the 13F portfolio, value $1,459,000.

    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 66,286 shares
    Change vs previous 13F +11,189 shares

    0.38% of the 13F portfolio, value $1,417,000.

    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 55,097 shares
    Change vs previous 13F +13,037 shares

    0.37% of the 13F portfolio, value $1,291,000.

    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 42,060 shares
    Change vs previous 13F +42,060 shares

    0.28% of the 13F portfolio, value $934,000.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.