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BWFA
Baltimore-Washington Financial Advisors’s
Wells Fargo
WFC
Stock Holding History
Baltimore-Washington Financial Advisors’s Portfolio
WFC Stock Details
WFC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q4
–
Sell
-7,775
Closed
-$429K
–
83
2017
Q3
$429K
Sell
7,775
-141,576
-95%
-$7.53M
0.1%
68
2017
Q2
$8.28M
Buy
149,351
+2,311
+2%
+$124K
1.99%
21
2017
Q1
$8.18M
Sell
147,040
-3,334
-2%
-$189K
2.08%
17
2016
Q4
$8.29M
Sell
150,374
-10,471
-7%
-$527K
2.27%
11
2016
Q3
$7.12M
Sell
160,845
-1,573
-1%
-$75.3K
2.03%
20
2016
Q2
$7.69M
Buy
162,418
+6,712
+4%
+$327K
2.29%
13
2016
Q1
$7.53M
Buy
155,706
+9,822
+7%
+$481K
2.28%
7
2015
Q4
$7.93M
Buy
145,884
+5,013
+4%
+$272K
2.48%
3
2015
Q3
$7.23M
Buy
140,871
+4,774
+4%
+$263K
2.3%
4
2015
Q2
$7.65M
Buy
136,097
+4,087
+3%
+$228K
2.28%
4
2015
Q1
$7.18M
Buy
132,010
+2,226
+2%
+$120K
2.09%
6
2014
Q4
$7.12M
Buy
129,784
+7,310
+6%
+$387K
2.12%
6
2014
Q3
$6.35M
Buy
122,474
+2,025
+2%
+$104K
2.04%
8
2014
Q2
$6.33M
Buy
120,449
+4,460
+4%
+$224K
1.97%
10
2014
Q1
$5.77M
Buy
115,989
+8,740
+8%
+$407K
1.97%
11
2013
Q4
$4.87M
Buy
107,249
+2,110
+2%
+$91.1K
1.65%
20
2013
Q3
$4.34M
Buy
105,139
+18,135
+21%
+$774K
1.72%
24
2013
Q2
$3.59M
Buy
+87,004
New
+$3.39M
1.56%
27
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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