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Disclosery

WFG Advisors, LP: XLE position timeline

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

WFG Advisors, LP held 11,043 XLE 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 11,043 shares
    Change vs previous 13F +549 shares

    0.16% of the 13F portfolio, value $717,000.

    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 10,494 shares
    Change vs previous 13F +2,159 shares

    0.2% of the 13F portfolio, value $734,000.

    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 8,335 shares
    Change vs previous 13F +2,289 shares

    0.15% of the 13F portfolio, value $628,000.

    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 6,046 shares
    Change vs previous 13F +1,650 shares

    0.11% of the 13F portfolio, value $427,000.

    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 4,396 shares
    Change vs previous 13F -396 shares

    0.08% of the 13F portfolio, value $300,000.

    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 4,792 shares
    Change vs previous 13F -944 shares

    0.09% of the 13F portfolio, value $297,000.

    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 5,736 shares
    Change vs previous 13F +1,494 shares

    0.1% of the 13F portfolio, value $346,000.

    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 4,242 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $260,000.

    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).