Curian Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-13,878
| Closed | -$754K | – | 379 |
|
|
2015
Q4 | $754K | Sell |
13,878
-17,159
| -55% | -$932K | 0.06% | 245 |
|
|
2015
Q3 | $1.59M | Sell |
31,037
-16,462
| -35% | -$845K | 0.04% | 284 |
|
|
2015
Q2 | $2.67M | Buy |
47,499
+1,696
| +4% | +$95.4K | 0.05% | 279 |
|
|
2015
Q1 | $2.49M | Sell |
45,803
-233,421
| -84% | -$12.7M | 0.04% | 294 |
|
|
2014
Q4 | $15.3M | Buy |
279,224
+14,424
| +5% | +$791K | 0.26% | 90 |
|
|
2014
Q3 | $13.7M | Buy |
264,800
+9,185
| +4% | +$476K | 0.24% | 98 |
|
|
2014
Q2 | $13.4M | Buy |
255,615
+4,320
| +2% | +$227K | 0.24% | 98 |
|
|
2014
Q1 | $12.5M | Buy |
251,295
+5,703
| +2% | +$284K | 0.22% | 103 |
|
|
2013
Q4 | $11.1M | Buy |
245,592
+4,788
| +2% | +$216K | 0.2% | 126 |
|
|
2013
Q3 | $9.95M | Buy |
240,804
+12,583
| +6% | +$520K | 0.18% | 122 |
|
|
2013
Q2 | $9.42M | Buy |
+228,221
| New | +$9.42M | 0.17% | 116 |
|