ACM
WFC.PRJ.CL

Azimuth Capital Management’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Azimuth Capital Management’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
2014
Q4 		– Sell
-9,000
Closed -$261K – 299
2014
Q3 		$261K Hold
9,000
– – 0.03% 254
2014
Q2 		$268K Hold
9,000
– – 0.03% 253
2014
Q1 		$262K Buy
+9,000
New +$258K 0.03% 247
2013
Q3 		– Sell
-7,000
Closed -$203K – 253
2013
Q2 		$203K Buy
+7,000
New +$210K 0.04% 219

Other funds holding WFC.PRJ.CL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
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 $6.03B AUM 40.55% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return

Azimuth Capital Management's WFC.PRJ.CL Position: Q4 2014 in Review

Azimuth Capital Management sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q4 2014, closing a stake of 9,000 shares — an estimated $261K sold.

Azimuth Capital Management first reported a position in WFC.PRJ.CL in Q2 2013 and held it in 4 quarters. The position peaked at $268K in Q2 2014. 27 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q4 2014.

  • Azimuth Capital Management reported no remaining Wells Fargo & Company position as of Q4 2014 after selling out during the quarter.
  • Azimuth Capital Management sold 9,000 Wells Fargo & Company shares in Q4 2014, an estimated $261K.
  • Azimuth Capital Management first reported a position in Wells Fargo & Company in Q2 2013 and held it in 4 quarters.
  • Azimuth Capital Management's Wells Fargo & Company position peaked at $268K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q4 2014.

Based on Azimuth Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.