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Crystal Rock Capital Management’s Wells Fargo WFC Stock Holding History

Crystal Rock Capital Management’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
Q3 		– Sell
-22,900
Closed -$1.08M – 34
2016
Q2 		$1.08M Hold
22,900
– – 0.8% 29
2016
Q1 		$1.11M Buy
+22,900
New +$1.12M 0.72% 32

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JP Morgan Chase
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Capital World Investors
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Northern Trust
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Crystal Rock Capital Management's WFC Position: Q3 2016 in Review

Crystal Rock Capital Management sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 22,900 shares — an estimated $1.08M sold.

Crystal Rock Capital Management first reported a position in WFC in Q1 2016 and held it in 2 quarters. The position peaked at $1.11M in Q1 2016. 1,889 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

  • Crystal Rock Capital Management reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
  • Crystal Rock Capital Management sold 22,900 Wells Fargo shares in Q3 2016, an estimated $1.08M.
  • Crystal Rock Capital Management first reported a position in Wells Fargo in Q1 2016 and held it in 2 quarters.
  • Crystal Rock Capital Management's Wells Fargo position peaked at $1.11M in Q1 2016.
  • 1,889 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Crystal Rock Capital Management's 13F filing for Q3 2016, filed 10 Nov 2016.