Ativo Capital Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-12,731
Closed -$772K 252
2017
Q4
$772K Buy
12,731
+5
+0% +$282 0.21% 202
2017
Q3
$702K Buy
12,726
+1,051
+9% +$55.9K 0.19% 205
2017
Q2
$647K Sell
11,675
-188
-2% -$10.1K 0.18% 207
2017
Q1
$660K Buy
+11,863
New +$673K 0.16% 213

Other funds holding WFC

Ativo Capital Management's WFC Position: Q1 2018 in Review

Ativo Capital Management sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 12,731 shares — an estimated $772K sold.

Ativo Capital Management first reported a position in WFC in Q1 2017 and held it in 4 quarters. The position peaked at $772K in Q4 2017. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Ativo Capital Management reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Ativo Capital Management sold 12,731 Wells Fargo shares in Q1 2018, an estimated $772K.
  • Ativo Capital Management first reported a position in Wells Fargo in Q1 2017 and held it in 4 quarters.
  • Ativo Capital Management's Wells Fargo position peaked at $772K in Q4 2017.
  • 2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Ativo Capital Management's 13F filing for Q1 2018, filed 15 May 2018.