AmeriServ Wealth Advisors’s Wells Fargo WFC Stock Holding History

AmeriServ Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-6,000	Closed	-$329K	–	123
2014 Q4	$329K	Hold	6,000	–	–	0.32%	82
2014 Q3	$311K	Hold	6,000	–	–	0.54%	72
2014 Q2	$315K	Sell	6,000 -500	-8%	-$25.1K	0.34%	81
2014 Q1	$323K	Sell	6,500 -8,698	-57%	-$405K	0.32%	86
2013 Q4	$690K	Buy	15,198 +3,900	+35%	+$168K	0.41%	73
2013 Q3	$467K	Buy	11,298 +3,101	+38%	+$132K	0.3%	103
2013 Q2	$338K	Buy	+8,197	New	+$319K	0.22%	126

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AmeriServ Wealth Advisors's WFC Position: Q1 2015 in Review

AmeriServ Wealth Advisors sold out of Wells Fargo (WFC) in Q1 2015, closing a stake of 6,000 shares — an estimated $329K sold.

AmeriServ Wealth Advisors first reported a position in WFC in Q2 2013 and held it in 7 quarters. The position peaked at $690K in Q4 2013. 1,767 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

AmeriServ Wealth Advisors reported no remaining Wells Fargo position as of Q1 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 6,000 Wells Fargo shares in Q1 2015, an estimated $329K.
AmeriServ Wealth Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 7 quarters.
AmeriServ Wealth Advisors's Wells Fargo position peaked at $690K in Q4 2013.
1,767 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.