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Bernzott Capital Advisors’s Wells Fargo WFC Stock Holding History

Bernzott Capital Advisors’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
2014
Q4 		– Sell
-5,525
Closed -$287K – 54
2014
Q3 		$287K Buy
+5,525
New +$284K 0.07% 49

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Bernzott Capital Advisors's WFC Position: Q4 2014 in Review

Bernzott Capital Advisors sold out of Wells Fargo (WFC) in Q4 2014, closing a stake of 5,525 shares — an estimated $287K sold.

Bernzott Capital Advisors first reported a position in WFC in Q3 2014 and held it in 1 quarter. The position peaked at $287K in Q3 2014. 1,789 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

  • Bernzott Capital Advisors reported no remaining Wells Fargo position as of Q4 2014 after selling out during the quarter.
  • Bernzott Capital Advisors sold 5,525 Wells Fargo shares in Q4 2014, an estimated $287K.
  • Bernzott Capital Advisors first reported a position in Wells Fargo in Q3 2014 and held it in 1 quarter.
  • Bernzott Capital Advisors's Wells Fargo position peaked at $287K in Q3 2014.
  • 1,789 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

Based on Bernzott Capital Advisors's 13F filing for Q4 2014, filed 10 Feb 2015.