ACM
WFC.WS

Adalta Capital Management’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Adalta Capital Management’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-43,000
Closed -$955K – 74
2017
Q2 		$955K Hold
43,000
– – 0.77% 42
2017
Q1 		$954K Buy
+43,000
New +$996K 0.81% 42

Other funds holding WFC.WS

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TP
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CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Adalta Capital Management's WFC.WS Position: Q3 2017 in Review

Adalta Capital Management sold out of Wells Fargo & Company Ws (WFC.WS) in Q3 2017, closing a stake of 43,000 shares — an estimated $955K sold.

Adalta Capital Management first reported a position in WFC.WS in Q1 2017 and held it in 2 quarters. The position peaked at $955K in Q2 2017. 36 funds tracked by Wall St. Rank hold WFC.WS as of Q3 2017.

  • Adalta Capital Management reported no remaining Wells Fargo & Company Ws position as of Q3 2017 after selling out during the quarter.
  • Adalta Capital Management sold 43,000 Wells Fargo & Company Ws shares in Q3 2017, an estimated $955K.
  • Adalta Capital Management first reported a position in Wells Fargo & Company Ws in Q1 2017 and held it in 2 quarters.
  • Adalta Capital Management's Wells Fargo & Company Ws position peaked at $955K in Q2 2017.
  • 36 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q3 2017.

Based on Adalta Capital Management's 13F filing for Q3 2017, filed 24 Nov 2017.