Bryn Mawr Capital Management Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-40,306
| Closed | -$2.07M | – | 295 |
|
|
2015
Q3 | $2.07M | Buy |
40,306
+19,708
| +96% | +$1.01M | 0.36% | 89 |
|
|
2015
Q2 | $1.16M | Buy |
+20,598
| New | +$1.16M | 0.17% | 154 |
|
|
2014
Q1 | – | Sell |
-370,544
| Closed | -$16.8M | – | 674 |
|
|
2013
Q4 | $16.8M | Buy |
370,544
+258,011
| +229% | +$11.7M | 1.08% | 13 |
|
|
2013
Q3 | $4.65M | Buy |
+112,533
| New | +$4.65M | 0.3% | 113 |
|