Cowen Prime Advisors’s Wells Fargo WFC Stock Holding History

Cowen Prime Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-20	Closed	-$1K	–	231
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	237
2016 Q2	$1K	Buy	20 +1	+5%	+$49	﹤0.01%	219
2016 Q1	$1K	Hold	19	–	–	﹤0.01%	221
2015 Q4	$1K	Hold	19	–	–	﹤0.01%	220
2015 Q3	$1K	Sell	19 -188	-91%	-$10.3K	﹤0.01%	232
2015 Q2	$12K	Sell	207 -4,294	-95%	-$239K	﹤0.01%	202
2015 Q1	$245K	Sell	4,501 -17	-0.4%	-$919	0.1%	101
2014 Q4	$248K	Buy	4,518 +27	+0.6%	+$1.43K	0.1%	100
2014 Q3	$233K	Sell	4,491 -67	-1%	-$3.45K	0.1%	97
2014 Q2	$240K	Sell	4,558 -426	-9%	-$21.4K	0.09%	86
2014 Q1	$248K	Buy	4,984 +919	+23%	+$42.8K	0.09%	86
2013 Q4	$185K	Sell	4,065 -39	-1%	-$1.68K	0.07%	101
2013 Q3	$170K	Buy	4,104 +694	+20%	+$29.6K	0.07%	118
2013 Q2	$141K	Buy	+3,410	New	+$133K	0.06%	125

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cowen Prime Advisors's WFC Position: Q4 2016 in Review

Cowen Prime Advisors sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 20 shares — an estimated $1K sold.

Cowen Prime Advisors first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $248K in Q4 2014. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Cowen Prime Advisors reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
Cowen Prime Advisors sold 20 Wells Fargo shares in Q4 2016, an estimated $1K.
Cowen Prime Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
Cowen Prime Advisors's Wells Fargo position peaked at $248K in Q4 2014.
1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Cowen Prime Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.