BIA
WFC.WS

Biondo Investment Advisors’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Biondo Investment Advisors’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-30,000
Closed -$409K – 93
2017
Q1 		$409K Buy
+30,000
New +$695K 0.15% 64
2016
Q3 		– Sell
-30,000
Closed -$409K – 83
2016
Q2 		$409K Hold
30,000
– – 0.15% 64
2016
Q1 		$470K Sell
30,000
-13,240
-31% -$213K 0.18% 61
2015
Q4 		$886K Sell
43,240
-640
-1% -$13.2K 0.29% 52
2015
Q3 		$794K Hold
43,880
– – 0.26% 53
2015
Q2 		$987K Sell
43,880
-265
-0.6% -$5.78K 0.3% 50
2015
Q1 		$905K Sell
44,145
-250
-0.6% -$5.11K 0.27% 53
2014
Q4 		$948K Sell
44,395
-570
-1% -$11.7K 0.29% 53
2014
Q3 		$906K Buy
44,965
+200
+0.4% +$4.02K 0.28% 56
2014
Q2 		$966K Sell
44,765
-10,885
-20% -$211K 0.3% 55
2014
Q1 		$1.04M Sell
55,650
-1,055
-2% -$17.9K 0.34% 58
2013
Q4 		$902K Buy
56,705
+515
+0.9% +$7.83K 0.31% 58
2013
Q3 		$789K Buy
56,190
+1,175
+2% +$17K 0.3% 59
2013
Q2 		$752K Buy
+55,015
New +$706K 0.33% 55

Other funds holding WFC.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Biondo Investment Advisors's WFC.WS Position: Q2 2017 in Review

Biondo Investment Advisors sold out of Wells Fargo & Company Ws (WFC.WS) in Q2 2017, closing a stake of 30,000 shares — an estimated $409K sold.

Biondo Investment Advisors first reported a position in WFC.WS in Q2 2013 and held it in 14 quarters. The position peaked at $1.04M in Q1 2014. 42 funds tracked by Wall St. Rank hold WFC.WS as of Q2 2017.

  • Biondo Investment Advisors reported no remaining Wells Fargo & Company Ws position as of Q2 2017 after selling out during the quarter.
  • Biondo Investment Advisors sold 30,000 Wells Fargo & Company Ws shares in Q2 2017, an estimated $409K.
  • Biondo Investment Advisors first reported a position in Wells Fargo & Company Ws in Q2 2013 and held it in 14 quarters.
  • Biondo Investment Advisors's Wells Fargo & Company Ws position peaked at $1.04M in Q1 2014.
  • 42 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q2 2017.

Based on Biondo Investment Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.