Constellation Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
BIT
Constellation Wealth Advisors's WFC Position: Q2 2014 in Review
Constellation Wealth Advisors sold out of Wells Fargo (WFC) in Q2 2014, closing a stake of 17,964 shares — an estimated $894K sold.
Constellation Wealth Advisors first reported a position in WFC in Q2 2013 and held it in 4 quarters. The position peaked at $894K in Q1 2014. 1,650 funds tracked by Wall St. Rank hold WFC as of Q2 2014.
- Constellation Wealth Advisors reported no remaining Wells Fargo position as of Q2 2014 after selling out during the quarter.
- Constellation Wealth Advisors sold 17,964 Wells Fargo shares in Q2 2014, an estimated $894K.
- Constellation Wealth Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 4 quarters.
- Constellation Wealth Advisors's Wells Fargo position peaked at $894K in Q1 2014.
- 1,650 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2014.
Based on Constellation Wealth Advisors's 13F filing for Q2 2014, filed 9 Jul 2014.