AAM
WFC.PRQ

Advisors Asset Management’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Advisors Asset Management’s Portfolio WFC.PRQ Stock Details WFC.PRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-22,711
Closed -$592K – 1638
2019
Q1 		$592K Buy
+22,711
New +$579K 0.01% 1024

Other funds holding WFC.PRQ

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Advisors Asset Management's WFC.PRQ Position: Q2 2019 in Review

Advisors Asset Management sold out of Wells Fargo & Co. (WFC.PRQ) in Q2 2019, closing a stake of 22,711 shares — an estimated $592K sold.

Advisors Asset Management first reported a position in WFC.PRQ in Q1 2019 and held it in 1 quarter. The position peaked at $592K in Q1 2019. 9 funds tracked by Wall St. Rank hold WFC.PRQ as of Q2 2019.

  • Advisors Asset Management reported no remaining Wells Fargo & Co. position as of Q2 2019 after selling out during the quarter.
  • Advisors Asset Management sold 22,711 Wells Fargo & Co. shares in Q2 2019, an estimated $592K.
  • Advisors Asset Management first reported a position in Wells Fargo & Co. in Q1 2019 and held it in 1 quarter.
  • Advisors Asset Management's Wells Fargo & Co. position peaked at $592K in Q1 2019.
  • 9 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q2 2019.

Based on Advisors Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.