CHJWM
WFC.PRJ.CL

Carlton Hofferkamp & Jenks Wealth Management’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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
2015
Q2 		– Sell
-7,000
Closed -$204K – 70
2015
Q1 		$204K Hold
7,000
– – 0.2% 64
2014
Q4 		$204K Hold
7,000
– – 0.18% 60
2014
Q3 		$202K Buy
+7,000
New +$205K 0.23% 55

Other funds holding WFC.PRJ.CL

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KIA
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MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
GT
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DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's WFC.PRJ.CL Position: Q2 2015 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q2 2015, closing a stake of 7,000 shares — an estimated $204K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in WFC.PRJ.CL in Q3 2014 and held it in 3 quarters. The position peaked at $204K in Q1 2015. 26 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q2 2015.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining Wells Fargo & Company position as of Q2 2015 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 7,000 Wells Fargo & Company shares in Q2 2015, an estimated $204K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Wells Fargo & Company in Q3 2014 and held it in 3 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's Wells Fargo & Company position peaked at $204K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q2 2015.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2015, filed 10 Jul 2015.