Beach Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,060
| Closed | -$262K | – | 55 |
|
|
2014
Q3 | $262K | Sell |
5,060
-26,350
| -84% | -$1.36M | 0.38% | 46 |
|
|
2014
Q2 | $1.65M | Hold |
31,410
| – | – | 2.26% | 17 |
|
|
2014
Q1 | $1.56M | Sell |
31,410
-2,360
| -7% | -$117K | 2.06% | 19 |
|
|
2013
Q4 | $1.53M | Hold |
33,770
| – | – | 2.13% | 20 |
|
|
2013
Q3 | $1.4M | Sell |
33,770
-15,270
| -31% | -$631K | 2.15% | 22 |
|
|
2013
Q2 | $2.02M | Buy |
+49,040
| New | +$2.02M | 3.53% | 7 |
|