AFIA
WFC.PRJ.CL

America First Investment Advisors’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

America First Investment Advisors’s Portfolio WFC.PRJ.CL Stock Details WFC.PRJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,125
Closed -$62K – 141
2014
Q4 		$62K Hold
2,125
– – 0.03% 67
2014
Q3 		$62K Hold
2,125
– – 0.03% 67
2014
Q2 		$63K Hold
2,125
– – 0.03% 69
2014
Q1 		$62K Sell
2,125
-955
-31% -$27.4K 0.03% 72
2013
Q4 		$86K Hold
3,080
– – 0.04% 67
2013
Q3 		$87K Hold
3,080
– – 0.04% 67
2013
Q2 		$89K Buy
+3,080
New +$92.6K 0.05% 62

Other funds holding WFC.PRJ.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return

America First Investment Advisors's WFC.PRJ.CL Position: Q1 2015 in Review

America First Investment Advisors sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q1 2015, closing a stake of 2,125 shares — an estimated $62K sold.

America First Investment Advisors first reported a position in WFC.PRJ.CL in Q2 2013 and held it in 7 quarters. The position peaked at $89K in Q2 2013. 27 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q1 2015.

  • America First Investment Advisors reported no remaining Wells Fargo & Company position as of Q1 2015 after selling out during the quarter.
  • America First Investment Advisors sold 2,125 Wells Fargo & Company shares in Q1 2015, an estimated $62K.
  • America First Investment Advisors first reported a position in Wells Fargo & Company in Q2 2013 and held it in 7 quarters.
  • America First Investment Advisors's Wells Fargo & Company position peaked at $89K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q1 2015.

Based on America First Investment Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.