AG
WFC.PRJ.CL

Aperio Group’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Aperio Group’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
2013
Q4 		– Sell
-9,076
Closed -$257K – 1999
2013
Q3 		$257K Buy
9,076
+660
+8% +$18.9K 0.01% 1512
2013
Q2 		$244K Buy
+8,416
New +$253K 0.01% 1394

Other funds holding WFC.PRJ.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 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
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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Aperio Group's WFC.PRJ.CL Position: Q4 2013 in Review

Aperio Group sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q4 2013, closing a stake of 9,076 shares — an estimated $257K sold.

Aperio Group first reported a position in WFC.PRJ.CL in Q2 2013 and held it in 2 quarters. The position peaked at $257K in Q3 2013. 28 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q4 2013.

  • Aperio Group reported no remaining Wells Fargo & Company position as of Q4 2013 after selling out during the quarter.
  • Aperio Group sold 9,076 Wells Fargo & Company shares in Q4 2013, an estimated $257K.
  • Aperio Group first reported a position in Wells Fargo & Company in Q2 2013 and held it in 2 quarters.
  • Aperio Group's Wells Fargo & Company position peaked at $257K in Q3 2013.
  • 28 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q4 2013.

Based on Aperio Group's 13F filing for Q4 2013, filed 30 Jan 2014.