Bank of Montreal’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,955
| Closed | -$57K | – | 5020 |
|
|
2018
Q3 | $57K | Sell |
2,955
-2,400
| -45% | -$57.1K | ﹤0.01% | 3341 |
|
|
2018
Q2 | $118K | Hold |
5,355
| – | – | ﹤0.01% | 3054 |
|
|
2018
Q1 | $103K | Buy |
+5,355
| New | +$141K | ﹤0.01% | 2955 |
|
|
2017
Q4 | – | Sell |
-7,615
| Closed | -$164K | – | 4436 |
|
|
2017
Q3 | $164K | Hold |
7,615
| – | – | ﹤0.01% | 2744 |
|
|
2017
Q2 | $169K | Hold |
7,615
| – | – | ﹤0.01% | 2738 |
|
|
2017
Q1 | $169K | Sell |
7,615
-40
| -0.5% | -$927 | ﹤0.01% | 2563 |
|
|
2016
Q4 | $147K | Buy |
7,655
+40
| +0.5% | +$697 | ﹤0.01% | 2643 |
|
|
2016
Q3 | $95K | Hold |
7,615
| – | – | ﹤0.01% | 2810 |
|
|
2016
Q2 | $104K | Buy |
7,615
+3,200
| +72% | +$49.1K | ﹤0.01% | 2786 |
|
|
2016
Q1 | $69K | Buy |
4,415
+1,500
| +51% | +$24.1K | ﹤0.01% | 2937 |
|
|
2015
Q4 | $60K | Hold |
2,915
| – | – | ﹤0.01% | 2968 |
|
|
2015
Q3 | $53K | Buy |
2,915
+1,815
| +165% | +$38.7K | ﹤0.01% | 2905 |
|
|
2015
Q2 | $25K | Hold |
1,100
| – | – | ﹤0.01% | 3237 |
|
|
2015
Q1 | $23K | Hold |
1,100
| – | – | ﹤0.01% | 3230 |
|
|
2014
Q4 | $23K | Hold |
1,100
| – | – | ﹤0.01% | 3329 |
|
|
2014
Q3 | $22K | Hold |
1,100
| – | – | ﹤0.01% | 3445 |
|
|
2014
Q2 | $24K | Hold |
1,100
| – | – | ﹤0.01% | 3517 |
|
|
2014
Q1 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 3475 |
|
|
2013
Q4 | $17K | Hold |
1,100
| – | – | ﹤0.01% | 3280 |
|
|
2013
Q3 | $15K | Buy |
+1,100
| New | +$15.9K | ﹤0.01% | 3325 |
|
Bank of Montreal's WFC.WS Position: Q4 2018 in Review
Bank of Montreal sold out of Wells Fargo & Company Ws (WFC.WS) in Q4 2018, closing a stake of 2,955 shares — an estimated $57K sold.
Bank of Montreal first reported a position in WFC.WS in Q3 2013 and held it in 20 quarters. The position peaked at $169K in Q2 2017. 0 funds tracked by Wall St. Rank hold WFC.WS as of Q4 2018.
- Bank of Montreal reported no remaining Wells Fargo & Company Ws position as of Q4 2018 after selling out during the quarter.
- Bank of Montreal sold 2,955 Wells Fargo & Company Ws shares in Q4 2018, an estimated $57K.
- Bank of Montreal first reported a position in Wells Fargo & Company Ws in Q3 2013 and held it in 20 quarters.
- Bank of Montreal's Wells Fargo & Company Ws position peaked at $169K in Q2 2017.
- 0 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q4 2018.
Based on Bank of Montreal's 13F filing for Q4 2018, filed 22 Jan 2019.