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Aveo Capital Partners’s Wells Fargo WFC Stock Holding History

Aveo Capital Partners’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
2017
Q3 		– Sell
-3,737
Closed -$207K – 147
2017
Q2 		$207K Sell
3,737
-1,327
-26% -$71.1K 0.07% 119
2017
Q1 		$282K Sell
5,064
-4,483
-47% -$254K 0.1% 87
2016
Q4 		$526K Buy
+9,547
New +$480K 0.15% 97

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Capital World Investors
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Fidelity Investments
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Dodge & Cox
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Aveo Capital Partners's WFC Position: Q3 2017 in Review

Aveo Capital Partners sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 3,737 shares — an estimated $207K sold.

Aveo Capital Partners first reported a position in WFC in Q4 2016 and held it in 3 quarters. The position peaked at $526K in Q4 2016. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Aveo Capital Partners reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 3,737 Wells Fargo shares in Q3 2017, an estimated $207K.
  • Aveo Capital Partners first reported a position in Wells Fargo in Q4 2016 and held it in 3 quarters.
  • Aveo Capital Partners's Wells Fargo position peaked at $526K in Q4 2016.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Aveo Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.