EFG Asset Management (Americas)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $305K | Sell |
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|
2017
Q2 | $4.14M | Sell |
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|
2017
Q1 | $4.18M | Sell |
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|
2016
Q4 | $4.62M | Buy |
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|
2016
Q3 | $3.27M | Sell |
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|
2016
Q2 | $4.46M | Buy |
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|
2016
Q1 | $4.09M | Buy |
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|
2015
Q4 | $4.02M | Buy |
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|
2015
Q3 | $3.15M | Buy |
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|
2015
Q2 | $2.13M | Buy |
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|
2015
Q1 | $807K | Sell |
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|
2014
Q4 | $1.23M | Buy |
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|
2014
Q3 | $249K | Buy |
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|
2014
Q2 | $195K | Buy |
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|
2014
Q1 | $106K | Buy |
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