BWAM
WFC.PRJ.CL

Boyd Watterson Asset Management’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Boyd Watterson Asset Management’s Portfolio WFC.PRJ.CL Stock Details WFC.PRJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-6,925
Closed -$200K – 180
2013
Q2 		$200K Buy
+6,925
New +$208K 0.1% 160

Other funds holding WFC.PRJ.CL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Boyd Watterson Asset Management's WFC.PRJ.CL Position: Q3 2013 in Review

Boyd Watterson Asset Management sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q3 2013, closing a stake of 6,925 shares — an estimated $200K sold.

Boyd Watterson Asset Management first reported a position in WFC.PRJ.CL in Q2 2013 and held it in 1 quarter. The position peaked at $200K in Q2 2013. 28 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q3 2013.

  • Boyd Watterson Asset Management reported no remaining Wells Fargo & Company position as of Q3 2013 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 6,925 Wells Fargo & Company shares in Q3 2013, an estimated $200K.
  • Boyd Watterson Asset Management first reported a position in Wells Fargo & Company in Q2 2013 and held it in 1 quarter.
  • Boyd Watterson Asset Management's Wells Fargo & Company position peaked at $200K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q3 2013.

Based on Boyd Watterson Asset Management's 13F filing for Q3 2013, filed 16 Oct 2013.