Advisory Research’s Wells Fargo WFC Stock Holding History

Advisory Research’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell
2017 Q4	$25.5M	Buy
2017 Q3	$22.9M	Buy
2017 Q2	$17.3M	Buy
2017 Q1	$6.15M	Buy
2016 Q4	–	Sell
2016 Q3	$2.13M	Buy
2014 Q2	–	Sell
2014 Q1	$74K	Buy