Creative Planning
WFC.WS

Creative Planning’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Creative Planning’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-400
Closed -$9K – 4995
2017
Q1 		$9K Buy
+400
New +$9.27K ﹤0.01% 3689

Other funds holding WFC.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Creative Planning's WFC.WS Position: Q2 2017 in Review

Creative Planning sold out of Wells Fargo & Company Ws (WFC.WS) in Q2 2017, closing a stake of 400 shares — an estimated $9K sold.

Creative Planning first reported a position in WFC.WS in Q1 2017 and held it in 1 quarter. The position peaked at $9K in Q1 2017. 42 funds tracked by Wall St. Rank hold WFC.WS as of Q2 2017.

  • Creative Planning reported no remaining Wells Fargo & Company Ws position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 400 Wells Fargo & Company Ws shares in Q2 2017, an estimated $9K.
  • Creative Planning first reported a position in Wells Fargo & Company Ws in Q1 2017 and held it in 1 quarter.
  • Creative Planning's Wells Fargo & Company Ws position peaked at $9K in Q1 2017.
  • 42 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.