BWA
WFC.PRJ.CL

Burt Wealth Advisors’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-250
Closed -$7K – 598
2016
Q1 		$7K Buy
+250
New +$6.97K 0.01% 361

Other funds holding WFC.PRJ.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SAM
Sunnymeath Asset Management Red Bank, New Jersey $71.2M AUM 26.55% 1-Year Est. Return

Burt Wealth Advisors's WFC.PRJ.CL Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q2 2016, closing a stake of 250 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in WFC.PRJ.CL in Q1 2016 and held it in 1 quarter. The position peaked at $7K in Q1 2016. 25 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Wells Fargo & Company position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 250 Wells Fargo & Company shares in Q2 2016, an estimated $7K.
  • Burt Wealth Advisors first reported a position in Wells Fargo & Company in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Wells Fargo & Company position peaked at $7K in Q1 2016.
  • 25 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.