Cynosure Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$90.1M Buy
1,713,474
+272,041
+19% +$14.3M 37.77% 1
2018
Q2
$79.9M Sell
1,441,433
-631,645
-30% -$35M 21.73% 1
2018
Q1
$109M Sell
2,073,078
-22,157
-1% -$1.16M 27.41% 1
2017
Q4
$127M Buy
+2,095,235
New +$127M 29.23% 1